lifestyle

Senior woman's retirement savings in a jar

Financial Planning, Retirement • July 26, 2024

Are you afraid of spending in retirement?

“If I just had more money, life would be easier.” Sound familiar? Here’s the surprising part: Everyone says it. From our highest net worth client to our teenage kids, and everyone in between. Overcoming fears with financial planning If the fear of not having enough money is keeping you up at night, the first question…

Financial Planning, Lifestyle, Retirement • July 10, 2024

What assumptions are you making about retirement?

One of the most common questions that we hear from clients is ‘Will I outlive my money?’. And the answer is getting more complicated as people are living longer. Historically, retirement has lasted about two decades on average. However, as more people are living into their 90s and beyond, that period could be twice as…

Lifestyle, Travel • July 4, 2024

You might be ready for your summer holiday . . . but is your passport?

Guest post: Live & Invest Overseas If you’re about to book the first trip you’ve taken in a while, you should do a quick quality control check on your passport and make sure it’s in good working condition before booking your tickets. If your passport has been gathering dust in a drawer over the past…

Family, Growth, Income • May 30, 2024

Need to take money out of your portfolio? 6 questions your advisor should be asking.

Seeing your nest egg shrink is one of the hardest pills to swallow in retirement. During our working years, we all have the same investment goal: growth. And seeing the value of our portfolios and savings accounts go up gives us a sense of security and maybe even freedom. But seeing that number go down…

Health, Lifestyle • May 9, 2024

The secret to staying injury-free as you age

Think way back to grade-school gym class. Remember the line sprints, the side shuffles, the hurdles? Depending on your younger self’s level of athleticism, you may have thought these drills were designed to torture you. But they were actually designed to develop your agility. Agility is the ability to start, stop, or change direction without…

Lifestyle • March 7, 2024

How To Be Resilient In Retirement

Change is inevitable. It is one of the only things we can count on in life. But change comes with some measure of uncertainty, and uncertainty often causes fear. As portfolio managers, we have dedicated our careers to helping our clients navigate one of the biggest changes of their lives: retirement. And in our experience,…

Growth, Health, Income, Legacy, Lifestyle, Taxes • August 31, 2023

“Retirement is like buying a home.”

"Retirement is like buying a home." If you are in the process of purchasing a home, one question that is likely on your mind is 'What kind of mortgage payments can I afford?'. If you are thinking about retiring, you may be asking 'How much income do I need?' and 'Will my investments and other…

Uncategorized • September 15, 2022

Are you a Snowbird? Make sure you don’t get stuck abroad!

Many Canadian snowbirds are preparing to head down south for the first time in over two years. But you will likely find that the COVID-19 pandemic has changed the way you travel internationally. So how can you avoid getting stuck abroad, or worse losing money? We recently spoke with Omar Kaywan, co-founder of Goose Insurance…