How to turn your life insurance policy into a TFSA on steriods.

October 1, 2015

Category: Future Planning, Ideas for Reflection, Life Insurance, Retirement

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.

Nearly half of Canadians forced to retire earlier than planned, poll shows

July 20, 2015

Category: Retirement

The article provides several statistics on the effects of forced retirement on Canadians and their ability to continue to make ends meet during retirement.

How does a person reinvent themselves?

June 30, 2015

Category: Future Planning, Life Insurance, Long Term Care, Retirement

Ken Dychtwald raises some interesting questions on the reality of extended life expectancy.

Ken Dychtwald: Retirement Gets a Facelift—The 2015 IA 35 for 35

May 20, 2015

Category: Retirement

‘Retirement is not only going to include more work, it’s coming alive with vitality and with new options,’ says the pioneer in the notion that boomers are redefining ‘retirement’

The Power of Story: Change Your Story, Change Your Destiny in Business and in Life

May 19, 2015

Category: Joe's Reading List

For decades, at the Human Performance Institute, Loehr has been examining the power of story to increase engagement and productivity, and Fortune 500 companies have paid millions to send employees to his program, in which he applies the principles and methods that he now offers in this book. Global business leaders, world-class athletes, military special forces, and thousands of individuals from every walk of life have sought out and benefited from his life-altering insight and expertise.

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