by Rona Birenbaum BAS CFP®, CHFS | Jan 6, 2026 | In the News
Annuities promise guaranteed lifetime income—so why do Canadians avoid them? We unpack the “annuity puzzle” and when they may actually make sense. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Dec 22, 2025 | In the News
Purchasing a life annuity is like creating your own pension plan, and a viable way to ensure a lifelong income stream. Yet Canadians still hesitate to purchase them. This article explains how to incorporate an annuity in your portfolio, and whether it’s a good option...
by Rona Birenbaum BAS CFP®, CHFS | May 13, 2025 | In the News
If your equity is tied up in your home and you’re finding it difficult to get by in retirement, you’ve got options. Full Article >
by Morgan Ulmer CFP® | Feb 21, 2025 | In the News
Withdrawing from your RRSP can decrease your overall tax burden and increase government benefits. Morgan Ulmer explains. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Jan 6, 2025 | In the News
We can expect slightly higher tax brackets, a higher Basic Personal Amount and OAS clawback thresholds, in 2025. Morgan Ulmer explains how retirees can capitalize on these changes. Full Article >
by Morgan Ulmer CFP® | Oct 7, 2024 | In the News
Consolidating your RRSPs reduces fees and helps clarify your investment performance. Morgan Ulmer explains. Full Article >
