Life Stage Theory by Billy Crystal
October 29, 2019
Words of wisdom from Billy Crystal in City Slickers
Archive for the ‘Retirement’ Category
The Rich Are Betting On Living to 100
May 9, 2018
The wealthy are willing to pay for a longer life. The successor to income inequality is longevity inequality.
What to do when your adviser retires — just as you are heading into retirement, too
February 22, 2018
If you find yourself nearing retirement and suddenly having to find new service providers, ie., financial advisor, doctor, or dentist, there are a number of areas you should consider when choosing a new provider. Your needs may have changed from when you first started working with these service providers and it is worthwhile to consider these changes before starting out with someone new so you can ensure that the fit is appropriate. The article examines the areas you should consider and provides a few questions to ask yourself during the process.
Once you hit 60, it’s time to take ‘carpe diem’ seriously
December 24, 2015
While life expectancy has increased over the years, the article explains that those increased living years are not necessarily healthy living years. The odds have increased over recent years that most people over 50 will incur a critical illness of some description that will affect the way they live out their remaining years. The author explains that the rise in the risk of death or critical illness as we get older has increased significantly. The upward trend in the risk seems to be related to healthstyle choices that are being made.
Making better health choices, eating properly, exercising, may help to increase your life expectancy and may help to increase the number of years you spend in a disability-free lifestyle after retirement.
How to turn your life insurance policy into a TFSA on steriods.
October 1, 2015
This article discusses the advantages for high net-worth Canadians of using a Life Insurance policy as part of an investment portfolio to provide higher rates of return and to pay less taxes, especially for those accumulating wealth in their holding company. New legislation coming into effect in January 2017 has the potential to weaken this strategy but any life insurance policies purchased in 2015 and 2016 will not be affected by the new rules.