07 February, 2019 Financial Planning

Planner’s Corner: Canada Pension Plan (CPP) Changes

Get ready for increased contributions and increased benefits starting next year (2019). Established in 1965, the goal of CPP was to replace about 25% of average pre-retirement employment earnings with the other components being Old Age Security (OAS)...

27 April, 2018 Financial Planning

Planner’s Corner: Travel, Traffic and Construction Zones

Recently we’ve seen an increase in volatility in the stock markets which has impacted investors taking some risk to get a higher return....

09 November, 2017 Financial Planning

Planner's Corner: Return on Life

One of the speakers I had the pleasure of hearing at IPC’s annual conference in September was Mitch Anthony. Mitch, based in Rochester, Minnesota, is the founder and president of Advisor Insights and the Financial Life Planning Institute....