Our 3-step retirement planning process helps you stop worrying, and start building your perfect cross-border retirement
Don and Kim looked to have the perfect retirement plan. Plenty of savings and attainable goals. So, what was the problem? We discuss our 3-step plan and how we helped Don and Kim realize a stress-free retirement.
Meet our team of experienced cross-border financial planners.
There are two pricing options, depending on your needs. A subscription-based service for those needing comprehensive financial planning. Also, a separate service for those needing both comprehensive financial planning and investment management.
In this video, we discuss the following:
– CPP basics for U.S. residents
– The Windfall Elimination Provision (WEP) reduction
– Strategies for maximizing your CPP and Social Security
RRSP and LIRA Withdrawal Strategies for U.S. Residents
As you probably know, the stock market is experiencing the first bear market (20% correction in the S&P 500) since 2009. Although we have had a historic stock market run over the past 10 years, it doesn’t make these drops…
“Can you guarantee an 8% rate of return like the annuity salesman?” I have had a variation of this question a hundred times in my planning career. The minute I get the question my blood starts to boil, hairs raise…
Read More The Misleading “Guaranteed Rate of Return” on an Annuity
I’ve been working with a family for years and finally this year they have decided to pull the trigger and retire. Both will retire now that they are 65, and we spent a lot of time discussing healthcare, and specifically…
Read More The Medicare Mistake That Could Cost You Thousands
The goal in retirement is to have an investment strategy that creates a steady stream of income while minimizing downside risk. Yet, the strategy needs to be aggressive enough in which your account can grow and keep up with inflation.…
