Financial lessons from my father
With Father’s Day upon us, many of you may be reflecting on the wisdom bestowed upon you by your dad, or if you’re a dad, you may be thinking about the lessons you want to teach your kids. As parents, we teach our kids about finances whether we know it or not....
Annuity mistakes to avoid
Last week, I wrote about the pros and cons of buying an annuity. Given the complex nature of annuities, I thought it was important to also cover potential complex mistakes that people make regarding them. First, annuity contracts can be either owner-driven or...
Pros and cons of an annuity
One question we get asked frequently is whether or not to buy an annuity. Since there are many factors to consider when answering this question, this article isn’t intended to provide you with a “yes” or “no” answer. Instead, this is meant to provide you with...
Legacy: Retirement journey part 4
This is the fourth and final article in the series on the stages of retirement planning. Next to the pre-retirement phase, this is, in my opinion, the next most important part. If you had done everything you needed to do in order to set yourself up for an enjoyable...
Mid-stage retirement: Part 3 of the retirement journey
In the last few articles, we have covered what to do in the years leading up to retirement, what to expect in the early years of retirement, and now we are moving on to the mid-years of retirement. This may be characterized by feeling like the novelty of retirement...
