Article Topic: Retirement

Financial thoughts, tips and tricks for you to consider.

You Don’t Know Jack

Jack is 45 and he just purchased $1,000,000 of Term 20 insurance. He pays $1,930 to the insurance company every year. The plan is to drop the insurance after 20 years. His family won't need it. Mortgage will be paid off. Wealth will be amassed. Children are through...

The Thing Most Often Omitted In Retirement Plans

Most of us assume that once our children are grown and we enter the retirement phase of our life we no longer need life insurance. This is one of the reasons term insurance is often recommended. However, in reality the exact opposite is true. Life insurance can and...

Pressures On Money In Retirement

May 5, 2020 | Blog, Retirement

In retirement we enter the distribution phase of our economic life from the accumulation phase. We move from “Working for Dollars” to “Dollars at Work” During the distribution phase there is only a finite pool of resources. Adding new financial assets during...

How your retirement plan is doomed to fail

May 4, 2020 | Blog, Featured, Insurance, Retirement

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...

Join Our Newsletter

Receive financial tips and ideas right in your inbox! Subscribe today and receive our articles for free.

Article Topic: Retirement

You Don’t Know Jack

The Thing Most Often Omitted In Retirement Plans

Pressures On Money In Retirement

How your retirement plan is doomed to fail

Join Our Newsletter

Success!

905-425-5327 • vws@live.ca

Kathleen van den Berg