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As baby boomers head toward retirement, many will be faced with the prospect of selling or transferring a family business. If you’re a business owner in this situation, here are five key issues to keep in mind. Read more…
Most people are familiar with the Old Age Security (OAS) “clawback,” which reduces the OAS benefit by 15% for every dollar of net income above $69,562 (as of December 2012). Minimizing the clawback means reducing your net income. That can involve a variety of techniques, some of which are best started well before OAS benefits begin at age 65. Read more…
For a number of reasons, more and more Canadians are choosing to work - even after "retiring." If you like the idea of working to stay active in your retirement, then it might be worth a conversation to see how your financial goals might change and how we can still work together to realize them. Read more…
The not-so-empty nest. Boomerang kids, adult children who move back in with their parents, are a growing phenomenon. What you need to know to secure family harmony. Read more…
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Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).
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The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.