Tag Archives: retirement income planning

The table below shows different asset combinations and the potential average yields that could be generated before fees. It then shows what the actual investor return or yield would be given different fee levels. Obviously, the higher the fees for … Continue reading

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This is continued from our previous blog post on June 19th. Additional Investment Considerations for Your Withdrawal Portfolio There are a number of strategies and considerations that will be beneficial to you in obtaining the maximum benefit from your income-producing … Continue reading

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This is continued from our previous blog post on June 10th. 4.   If the equity selections provide investment returns that will allow you to take profits and replenish the Cash Wedge, it may make sense to renew the GICs … Continue reading

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Have you ever been driving to a destination and found yourself wondering if you had enough fuel to complete the trip? It is a very unsettling and stressful feeling and does not make for an enjoyable journey, for either the driver or … Continue reading

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Why didn’t this retirement thing seem so tough for Mom and Dad? Was there something that they should have told us that they didn’t? We Baby Boomers are supposed to be the advanced generation with new ideas and the ones … Continue reading

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Everyday, we hear comments from frustrated consumers who are looking for an advisor who is proficient in the area of retirement income planning.  Remember – and this is critical – I am not referring here to ‘retirement planning’, which many … Continue reading

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There are a number of ways that the equity you build in your principal residence can serve to either create an income stream or provide access to an amount of capital. In either option, the receipts are free from taxation. You are … Continue reading

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Our last post discussed the some of the types of Withdrawal Models available to assess the appropriate amount one should withdrawal from their income-producing assets. This post we discuss two more models to consider. Duration-based Portfolios This model is based … Continue reading

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We continue discussing the differences between the two types of pension income: Life Annuity and Life Income Fund (LIF) for our last post: Comparing the Life Annuity and the LIF – Part 1. Here are some more unique features of … Continue reading

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We learned with the last blog that the best idea is to consolidate all of yours and your partner’s assets under one advisor. Making best use of your income goes hand in hand with making the best use of your … Continue reading

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