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Financial Independence

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Is your advisor retirement ready?

Most are focused on the years leading up to retirement, rather than retirement itself

Is your advisor retirement ready?
Where to invest

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Is investing an art or a science?

It’s a science if you’re among a group of financial advisors who build client portfolios only with the index...

Is investing an art or a science?

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Longevity and your money

For financial planning purposes I think it makes sense to adjust your Life Expectancy projections upward by perhaps ten...

Longevity and your money
defined benefit pension plans

Annuities

Tontines vs life annuities

Why this Medieval risk-sharing concept beats annuities

Tontines vs life annuities

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Annuities

Tontine: Retirement plan of the future?

Expert embraces centuries-old finance concept

Tontine: Retirement plan of the future?

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The 5 ‘wealth zones’ of decumulation

Here's a useful analogy to help with the transition from saving to spending

The 5 ‘wealth zones’ of decumulation

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Life with my Apple Watch

It's slim pickings when it comes to device-specific apps

Life with my Apple Watch

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Why diversify? This chart shows you why

Annual returns of key asset classes ranked from best to worst

Why diversify? This chart shows you why

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Get the new TFSA limit to work for you

Here’s how you can profit from federal budget changes

Get the new TFSA limit to work for you

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