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How To Gift Money to Family Without Sacrificing Your Retirement Security!
We know that few things bring more joy than helping out your children and grandchildren, especially as they navigate a challenging economic landscape. But if you’ve ever wondered whether that financial support is quietly undermining your own security, you are not alone. The statistics are truly shocking. Across Canada, an increasing number of retirees are finding that the support they are giving is having a negative impact on their own retirement —and in some cases, it's eve


Trump Won - What Now?
Here’s a summary of the key points from the transcript: 1. **Trump's Economic Focus**: Trump’s first term focused on protectionism,...

Shaun Humphries B. Admin, CFP
Nov 10, 2024


Retirement Investing Made Easy!
Here’s a summarized breakdown of the key points from the video *"Retirement Investing Made Ridiculously Easy"*: 1. **Retirement Portfolio...

Shaun Humphries B. Admin, CFP
Nov 10, 2024
Time Is Slipping Away Too Quickly
Dr. Riley Moynes wrote the book, Ten Lessons - How You To Can Squeeze All The “Juice” Out of Retirement. In this vlog, we discuss the...

Shaun Humphries B. Admin, CFP
Jul 18, 2023


Retirement - Toggle Switch or Gradual Transition?
This video discusses a key question that you need to wrestle with at least five years before you retire. Do you transition into...

Shaun Humphries B. Admin, CFP
Mar 8, 2022


How Much Return Do You Need Above The Risk-Free Rate?
Do you know how much return you require to achieve your retirement cashflow goals? Most people can't achieve their retirement goals if...

Shaun Humphries B. Admin, CFP
Feb 9, 2022


Benefits That Flow From A Retirement Income Plan - Benefit One
In this installment, we're going to talk about the benefits of a Retirement Income Plan. The developmenr and maintenance of an income...

Shaun Humphries B. Admin, CFP
Dec 4, 2021


Achieve Your Retirement Dreams!
We have put together a Retirement Planning Resource Bundle. Click the link below the image to get more information...

Shaun Humphries B. Admin, CFP
Dec 3, 2021


Are You Concerned That You Will Outlive Your Retirement Savings?
There are three main concerns that rise to the surface when people are asked about their retirement. Although, they may be excited about...

Shaun Humphries B. Admin, CFP
Apr 16, 2021


Why Your Portfolio Is Underperforming
There are a lot of people who are very frustrated with the performance of their investment portfolio. We hear stories from family,...

Shaun Humphries B. Admin, CFP
Nov 22, 2020


10 important components to address when constructing a successful retirement plan
Retirement is one of the most significant life transitions and so you want to make sure you do it well!

Shaun Humphries B. Admin, CFP
Jun 22, 2020


5 Strategies To Implement As The Retirement Landscape Continues To Change.
The retirement landscape is changing and it's important to implement strategies that keep you on track to reaching your retirement goals!

Shaun Humphries B. Admin, CFP
Jun 8, 2020


4 key areas of your life that are most impacted after retirement.
Retirement is a huge transition. These 4 areas of your life will be the most impacted after retirement. It's important to plan effectively!

Shaun Humphries B. Admin, CFP
May 26, 2020


Asset Class Returns vs Investor Returns - Who Wins?
Asset Class Returns Compared To Investor Returns History has shown that the psychology of investing is a huge driver of investment...

Shaun Humphries B. Admin, CFP
May 4, 2020


Headlines Are Consistently Wrong
Most headline financial stories are interesting but provide little to no actionable information.

Shaun Humphries B. Admin, CFP
Apr 21, 2020


TFSA: Why we shouldn't call them tax-free SAVINGS accounts!
The power of TFSA's lies in the ability to compound growth on a tax free basis and withdrawing the money without triggering any tax.

Shaun Humphries B. Admin, CFP
Apr 15, 2020


5 Strategies for dealing with a difficult market
A Bear market can worry and panic investors to the point where they may make short sighted decisions that can affect them long-term.

Shaun Humphries B. Admin, CFP
Apr 1, 2020


Coronavirus and the Markets: What Should You Do?
The recent market volatility has put many people on edge but now is not the time to make rash decisions. Talk to your advisor

Shaun Humphries B. Admin, CFP
Mar 2, 2020
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