Introducing Connect Wealth
Author: Vince Olfert, MBA, CIM, CFP®
New Name, New Look, Same Excellent Service
We are pleased to announce that as of May 1st, 2020, Singer Olfert Financial Group will become Connect Wealth!
Learn more at www.connectwealth.ca.
Connect Wealth is an independent financial planning firm that offers holistic advice to clients based on their current goals and future aspirations. Learn how you can maximize your financial opportunities at www.connectwealth.ca.
Connect Wealth. Bringing Wealth To Life.
Are RRSPs overrated?
For many years RRSPs (Registered Retirement Savings Plans) were viewed as the best option available for retirement savings. However, the truth is that there are several variables to consider for your best investment options.
Here is a short list of questions to ask yourself:
(more…) Read more
The Registered Disability Savings Plan (“RDSP”) is one of the least talked about Registered Savings Plans on the market today. To be honest, this plan is becoming more recognized because the Government of Canada is marketing the plan for Canadian’s with a disability. In the past, RDSP’s have flown under the radar; however, throughout the past year, more and more people have been asking about it.
It is a little more complicated than your typical RRSP or RESP.
How to safeguard your retirement…
Have you ever been scuba diving? With scuba diving, you need to plan your dive, how long, what depth, do you have the right gear, etc. If you make a big mistake there are no do overs, it could cost you your life. Retirement planning is similar, you only get one shot at it and the difficulty is, people will only do it once in their lifetime. Fortunately, as a planner we get to experience retirement many times over as we walk alongside our clients.
For people that are in the building phase (ages 30-55) and those that are in their final approach to retirement (ages 55-65), it is crucial to make sure that certain key elements have been looked at. Read more
