Blog

How Do You Want to be Remembered? A Gift to Family

“What you leave behind is not what is engraved in stone monuments, but what is woven into the lives of others.” PerillesHow many times have you wondered about your distant past? Where did your family originate? Who was your great grandfather or great grandmother? Are you related to royalty, a famous explorer or revolutionary scientist?It…

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Men in Retirement: From Honcho to Shadow!

At retirement, one relationship that often changes is with your spouse or partner. In the early and middle years of a marriage, couples normally don’t spend a lot of time together. As partners, they are busy making a living, raising a family, and fixing up a home. In a recent survey, it was found the…

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Award – FDFS (Fellow of Distinguished Financial Services)

Many thanks to the Knowledge Bureau for awarding me a Certificate of Distinction and granting permission to use the esteemed certification mark FDFS (Fellow of Distinguished Financial Services). I am honoured. As part of my practice, I’ve worked with representatives of Nesbitt Burns, Faith Life Financial, Sun Life, Assante Wealth Management, BMO, and others. I’ve…

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Helping Boomers Retire – Why Bother?

Many times I’m asked “Rick, why have you spent so much time helping boomers retire successfully?” “You write books and articles on the subject, you facilitate workshops, you make presentations, but to what end?” My answer to these inquiring people is somewhat complex but to me, straight forward. It all started over 12 years ago…

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Retiring in ’24? Best Time to Retire!

As part of your retirement plan, you need to seriously consider the best time of year to retire. Not only are there financial implications to think about but you should also consider the season at the time of your retirement. Be sure to check the programs at your company before tendering your resignation. A. Cost…

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Want to Live to 100+/ Enjoy Retirement?

Centenarians have positive attitudes about life. They also enjoy their life after work. A long life and successful retirement takes courage, commitment, and desire. You can have an elaborate retirement plan but if you don’t have the conviction to follow it, your plan is nothing more than words on a page. Change is a natural…

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