Tag Archives: CPP

Are You On-Track To Retire in 10 Years? Do These 5 Things Right Now To Be Sure

Posted on: June 18, 2024

By Sandra Mann, CPA, CGA, QAFP®   With 10 years to retirement, your daydreams may be turning to a morning latte on your deck, instead of a tepid coffee on your commute. But before you buy that Life Begins at … Continue reading →

Posted in For your information, Money Coaching, Retirement savings


A Surprising Challenge in Retirement: Spending What you Worked so Hard to Save

Posted on: October 19, 2022

By Jenny Reimer, CFP® Director, Financial Planning Making the psychological shift from saver to spender can be surprisingly difficult for many new retirees. We often meet with clients who are hesitant to draw down their investments and who feel overwhelmed … Continue reading →

Posted in Financial Planning, Retirement savings


Things to Consider When Deciding When to Take CPP and OAS

Posted on: November 17, 2021

By Noel D’Souza, P.Eng, CFP® Introduction You’ve worked long and hard in Canada for years, quite possibly several decades, and now the finish line is in sight. Retirement. That Holy Grail. Just one minor thing: How are you going to … Continue reading →

Posted in Financial Literacy, Financial Planning, Retirement savings


When Should I Take CPP? The Big Payoff if You Wait to Age 70

Posted on: April 21, 2021

By Noel D’Souza, P.Eng, CFP® The Fear Of Missing Out (FOMO) is alive and well in Canada. It’s why we check our phones for emails and texts every minute, sign up for store sale notifications, and pile into speculative investments, … Continue reading →

Posted in Retirement savings


Should I take CPP at age 60?

Posted on: January 9, 2020

By Barbara Knoblach, PhD, CFP® With every changing season or life stage, we tend to reflect and look towards the future. We hold memories close and feel excited about what is to come. Such reflection is an opportunity to pause … Continue reading →

Posted in Ask Your Money Coach, For your information


CPP Expansion: A Rare Opportunity to Fine Tune Your Retirement Plan

Posted on: July 20, 2016

By Sandra Mann, MBA Financial Services, CPA, CGA, FPSC Level 1™ I’m sure you’ve heard by now that the Canada Pension Plan (CPP) is set for expansion beginning in 2019, but you may be wondering how the changes will impact … Continue reading →

Posted in For your information, Retirement savings


Do I have enough money to retire?

Posted on: October 8, 2015

By Janet Gray, BA, BAdmin, CFP™, CHS, EPC, CPCA I am often asked, “Do I have enough to retire?” It’s an earnest question, asked by smart, educated people with good incomes, who want to be sure they are making good decisions about … Continue reading →

Posted in Money Coaching, Retirement savings