Diane Gagné F. Pl., CIM®
Financial Planner
Safeguarding your family’s financial future
Well-Advised Newsletter
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The smart way to view an expected inheritance
October 12, 2018 • Financial Planning, Retirement Planning
It’s tempting to count on an expected inheritance as money in the bank – but it doesn’t always work out so perfectly. Anyone’s parent or parents could encounter situations or challenges that jeopardize the legacy they wish to leave to their children.
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Plan now to minimize OAS clawback later
October 12, 2018 • Lifestyle, Retirement Planning
To minimize OAS clawback, you need to reduce net income. During retirement, an effective strategy is splitting pension income. But several strategies, including the following, can be initiated before retirement arrives.
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Factor the new longevity into your financial plans
October 12, 2018 • Financial Planning
Imagine, you might enjoy a retirement of 30 years, even longer. Here are some of the financial planning areas affected by the new longevity.
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Invest wisely and sleep well at night
October 12, 2018 • Financial Planning, Investment Planning
If you want to sleep well even when markets are volatile, you must invest according to your own risk tolerance. It’s one of the most important factors in investing. Also important, however, is that risk tolerance isn’t something you set and forget. It can change over time because of personal experiences or evolving life situations.
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Minimizing taxation of estate assets
October 12, 2018 • Estate Planning
There are ways to minimize the amount of tax payable by an estate. Here are some of the more common strategies.
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