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The Retiring Boomer™

The Second-Opinion Portfolio Audit

The Second-Opinion Portfolio Audit

By Adrian C. Spitters, FCSI®, CFP®, FMA If you’re like most baby boomers, you have built up a sizable nest egg. However the journey building that nest-egg may have been somewhat haphazard. You have multiple investment accounts with multiple advisors. You have a rough idea of how much you have saved, but it’s a challenge […]

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Are you one of Canada’s top Money Managers?

Are you one of Canada’s top Money Managers?

You do not have to be one of Canada’s top money managers to build the right investment strategy! If you’re like most people, you know that deciding how to invest your retirement nest egg can prove to be a challenge. With historically low interest rates, uncertain and volatile stock markets and historically high real estate […]

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The Year of the Bull Turns into the Year of the Bear

The Year of the Bull Turns into the Year of the Bear

By Adrian C. Spitters, FCSI®, CFP®, FMA and Jim Carta “Nothing in life is to be feared.  It is only to be understood.” – Marie Curie Many people have asked us about the recent news out of China.  “What’s happening to their stock market?” they want to know.  “Will it affect us?  Should I be […]

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A New Way to Grow and Protect Your Nest Egg

A New Way to Grow and Protect Your Nest Egg

By Adrian C. Spitters, FCSI®, CFP®, FMA If you’re like most people, you know that investing is a trade-off between risk and return. Some lower risk investments may guarantee your money, but often provide lower returns. On the other hand, many investments that offer higher returns can come with a greater level of risk. The […]

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The Greek Debt Crisis Explained

The Greek Debt Crisis Explained

By Adrian C. Spitters, FCSI®, CFP®, FMA and Jim Carta If you’ve opened a newspaper in the past few days, you probably saw headlines about the Greek debt crisis. It’s possible you found these headlines easy to understand, with no explanation required. In the event you do need an explanation this article will explain the story […]

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Jesse Kline: Blame the government — not foreigners — for the high cost of real estate in Vancouver

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Retirement anxiety: Even the secure have questions – The Globe and Mail

Retirement anxiety: Even the secure have questions – The Globe and Mail

DARRYL DYCK FOR THE GLOBE AND MAIL When Jeannette Gallant and Stephen Rautenbach sat down last fall with their financial adviser, the Vancouver couple asked the question that looms large for baby boomers like them: Will there be enough money for retirement? Ms. Gallant, 56, a part-time manager of a non-profit sports club and bar, […]

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Working past 65 is no tragedy

Working past 65 is no tragedy

Getty Images Earlier this week there was extensive mass media coverage of the latest Sun Life “Unretirement” survey, which found more Canadians now expect to work full-time at age 66 than the number who are retired. Given that the traditional retirement age has been 65, and remains the age many older investors think of collecting Old Age […]

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Financial freedom is just $4.5-million away – The Globe and Mail

Financial freedom is just $4.5-million away – The Globe and Mail

paisan191/Getty Images/iStockphoto Let’s put a price on freedom. Many of us dream of being able to walk away from work, supporting ourselves solely on income from our investment portfolios. But what does that fantasy really mean? The ideal arrangement would be to take as little risk as possible. We would live on only dividends and […]

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Snowbirds, beware: The taxman’s foreign reporting rules just got trickier – The Globe and Mail

Snowbirds, beware: The taxman’s foreign reporting rules just got trickier – The Globe and Mail

Thinkstock No matter what age I am, I look forward to continually learning. I’m reminded of the snowbirds who were travelling in Florida and were receiving a lesson in geography along the way. The man and his wife were on the way to their Florida home for the winter and were driving through the town […]

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Forget downsizing, these grandparents want to stay in their Ottawa house – The Globe and Mail

Forget downsizing, these grandparents want to stay in their Ottawa house – The Globe and Mail

Cole Burston for The Globe and Mail For nearly 40 years Brian and Kay Irvine have lived in their Ottawa home, which her parents built in 1949. The grandparents of five, who are both in their 80s, can’t see themselves living anywhere else. “It’s a good house, it’s in a good location, and it’s close […]

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Advice for the Sandwich Generation

Advice for the Sandwich Generation

The baby boomer generation often feels betwixt and between when it comes to responsibility for the generations in front and behind it. It can seem overwhelming if you are simultaneously caring for young children or funding grown kids for college while also having to care for elderly parents. This is why this generation has been […]

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