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Be well-informed.

Retirement Accounts

Retired couple on boat
Retired couple on boat
Jun 20, 2019
Reducing the Old Age Security (OAS) clawback means reducing your net income. This can involve a variety of techniques that your financial advisor can plan for. Here are four strategies to consider.
Mother and adult daughter in the park
Mother and adult daughter in the park
Jun 11, 2019
In matters of financial affairs, the day may come when you’ll be parenting your parents. Here’s a strategy to help begin the conversation.
Senior couple meeting at coffee shop
Senior couple meeting at coffee shop
Mar 27, 2019
So many people are working past 65 that unretirement is often called the new normal. We’ve got a summary of the financial planning matters to consider when earning income in traditional retirement years.
 Middled aged couple in the kitchen reading tablet
 Middled aged couple in the kitchen reading tablet
Jan 23, 2019
Planning for the number of years that will need to be funded during retirement can be difficult. The retirement income floor strategy can help you determine how much income you will need.
Couple reviewing financial statements
Couple reviewing financial statements
Jan 8, 2018
You’re on track to achieve your retirement savings goals, but have you wondered if you'll come out ahead by borrowing money to invest. These are the benefits and downsides to consider.
Retirement plan basics
Retirement plan basics
Feb 10, 2017
Are you unsure about what the different terms and acronyms used in connection with retirement plans mean? We’ve explained some of them for you.
assante life
assante life
Sep 24, 2016
The 2016 Federal Budget may have done away with the Family Tax Cut, but there are still many viable ways to transfer your income to a lower-income family member – and save. Here are seven strategies to consider.