Explore the Best Retirement Activities: 10 Lifestyles to Embrace Your Freedom

Retirement is your time to explore passions, enjoy new experiences, and create a fulfilling lifestyle. Our latest blog discusses ten enriching retirement activities that cater to various interests, ensuring you make the most of this exciting chapter in your life. Whether it’s embracing the beach lifestyle, going back to school, or exploring the world, the possibilities are endless!

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Mike Gomes, CFP
Designing Your Retirement: Creating a Purposeful Retirement Plan

Retirement isn't just about financial planning; it's about creating a meaningful and purposeful life after work. In this blog, we explore the concept of "Retirement by Design" and how to craft a personal retirement mission statement. Learn the essential questions to ask yourself and the steps to ensure your retirement aligns with your values, interests, and aspirations.

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Mike Gomes, CFP
Mastering Your Finances: 7 Essential Steps for to Achieve Financial Freedom

In a world where financial decisions can often feel overwhelming, it's essential to simplify the process. This blog outlines seven straightforward steps that can transform your financial landscape. Whether you’re looking to create a budget, track your expenses, or seek professional guidance, these actionable insights will help you take control of your finances and plan for a secure future. Let’s dive into the strategies that can lead you toward financial freedom.

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Mike Gomes, CFP
How Much is Enough to Retire?

Finding the right amount to retire comfortably can be challenging. Learn how to calculate your retirement number and make adjustments to ensure you have enough to live the lifestyle you desire. Our comprehensive guide provides practical advice and encouragement to help you achieve your retirement goals.

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Mike Gomes, CFP
Why DIY Will Kits May Not Be Enough: The Case for Professional Estate Planning in Canada

In Canada, the allure of DIY will kits can be strong due to their low cost, but they come with significant risks. This blog explains why consulting a lawyer for estate planning is often the safer choice, especially for complex situations. Learn about the potential pitfalls of DIY kits and why professional guidance is crucial to ensure your estate plan is legally sound and reflects your true intentions.

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Mike Gomes, CFP
Converting Your RRSP to a RRIF for Canadian Retirees

Converting your RRSP to a RRIF is a crucial step in securing a steady income during retirement. Our comprehensive guide explains the differences between RRSPs and RRIFs, the conversion process, and tips to optimize your retirement savings. Learn how to avoid tax penalties and make informed decisions for a financially stable retirement.

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Mike Gomes, CFP