Article Topic: Retirement

Pressures On Money In 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...

Build Real Wealth

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...
You Don’t Know Jack

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...

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905-425-5327 •

Kathleen van den Berg, MBA, CFP

4 Branthaven Court
Brooklin, Ontario  L1M 0B2