Financial thoughts, tips and tricks for you to consider.
Yes … it’s getting hot out … but there is a way to stay cool in this hot real estate market. By implementing the BRRRR strategy - BUY, RENOVATE, RENT, REFINANCE, REPEAT you can stay cool even in hot markets. Recently I was asked if we are still buying...
If you are not familiar with the term “Safe Withdrawal Rate” you should be. Its the key factor to guide you in determining how much money you can withdrawal from your savings each year once you reach retirement. Nobody wants to run out of money. So using this...
In Part I of Whole Life Insurance and the Coronavirus I illustrated how our insurance policies rescued us from a potentially financially devastating situation last March when the full impact of the Coronavirus hit Canada. I encourage you to read Part I and how...
I believe there are core financial planning beliefs that benefit financial instutions and not Canadians. Which is why my wealth planning process is significantly different then most. To get a taste of how you may be on the wrong track, consider listening to this...
Its true. I always explain to clients how important it is to have permanent cash value insurance as a key foundation in one’s wealth plan. Without insurance, you are completely exposed to financial hardships, which can be devastating, especially in retirement. ...
Would you like to own your first rental property but don't know exactly where to start? Not sure if you can afford it? Not sure if it should be a condo, townhouse, duplex? Not sure of how to analyze the numbers? This is different ... Why would a financial...
When it comes to retirement planning there are really only two approaches: The Probability Based Plan Approach which uses the Safe Withdrawal Rate OR The Safety First Plan Approach The problem with the Probability Based Planning Approach Probability Based Planning...
The certainty of money in the future creates a world in which we can behave very differently now. Let’s take a look at a simple example. Imagine that you were entitled to a $500K bonus from your company, but the caveat is that it would not be paid out for 5...
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