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Strategies and Resources

The Fixed-Payout Strategy — cash flow and capital preservation

When the time comes for investors to start taking income from their retirement assets, a common approach is to create these payments through a Systematic…

The Benefits of Consolidation

Typically, we did not meet our clients until they were retired or were seriously considering a date to retire. It was common for them to…

The Cash Wedge© Strategy

Manage Your Retirement Income with The Cash Wedge©Investing in the stock and bond market can certainly help grow your portfolio for the future, but market…

5 Basic Retirement Income Planning Tips

At retirement, it is natural to feel somewhat unsettled as you transition from ‘getting a paycheque’ to drawing down on your savings. While investment outcomes…

6 Steps to Success

The key to a rewarding and fulfilling retirement is making the best use of your time, your health and the financial assets you have taken…