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0 comments on “The 5 Biggest Cross-Border Planning Mistakes to Avoid In 2019”

The 5 Biggest Cross-Border Planning Mistakes to Avoid In 2019

Sheila was advised by her U.S. based financial planner to withdraw her RRSP, and bring it to the U.S. She thought it was a reasonable request.  At only $100,000, the RRSP represented only a small part of her total retirement…

0 comments on “5 Things You Should Never Do When The Stock Market Goes Down”

5 Things You Should Never Do When The Stock Market Goes Down

“As soon as the stock market has another dip, I will be ready to get more aggressive”. I hear this from almost every investor during the good times when the market is heading higher. Then, we get the downfall and...crickets.…

0 comments on “5 Questions You Must Ask Before Buying An Annuity”

5 Questions You Must Ask Before Buying An Annuity

Buying an annuity is not that different from buying a home. Let’s break it down: Both involve pretty high fees (6% realtor commissions don’t pay themselves)Both involve long time commitments as annuities have high surrender fees, and most homes aren’t…

0 comments on “Retirement Withdrawal Strategy:  Which Accounts First?  ”

Retirement Withdrawal Strategy:  Which Accounts First?  

Your withdrawal strategy in retirement shouldn’t just focus on maximizing your income. It should maximize the amount of income that ends up in your pocket. This can be tricky when considering many people have a combination of pre-tax, Roth, and…