Happy New Year!
As the 2024 New Year begins so do our New Year’s Resolutions!!!
My resolution and agenda for this year is to educate and send out monthly emails about a variety of topics pertaining to retirement.
Please watch for email updates on the following:
What are retirees inquiring about?
- Importance of cash wedges
- Importance of guaranteed income for life
- Long-term planning illustrations to giving retirees a road map for retirement
- Budgeting & understanding personal living & homecare costs
- Retirees are inquiring about more information and access to technology
- Retirees want more information on intergenerational planning for families and tax benefits;
- FHSA – First Home Savings Account
- The dangers of sequence of returns when withdrawing money
- Borrow a life – For unique family investment strategies
How is the government addressing retirees’ concerns?
- Increasing TFSA contribution amounts
- Advantage of ALDA (Advanced Life Deferred Annuity)
- Tax sheltering of annuities in retirement
- Tax sheltering of cash value in life insurance products
Uncertain what some of these terms and strategies mean? Don’t worry – with each update you’ll be able to make the smartest decisions for you.
What is Ted’s Value?
- Ted is a Retiree
- Longevity Planning strategy
- Legacy planning for family, charity or Justin Trudeau
- Ted’s library – literacy planning
- Team approach to help retirees
Since 2022 things have changed dramatically. Let’s address decumulation and your plan in retirement.
