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.
Did Your Pension Move When You Did?
Do you have a UK (United Kingdom) pension? There are a good number of British expatriates who are now Canadian residents that have pensions back in the UK. Have you forgotten about that plan from an old employer? Do you know your options?
When I create a retirement plan for a client I review what savings and pensions they may have. Quite often, past pension plans can be forgotten or misplaced, so this exploratory part of the process is critical so that nothing is missed. Read more
That Is The Question
Should we downsize our house? If so, when? Maybe never? I think that downsizing too early or without planning can be one of the most costly retirement mistakes. I have seen couples that have downsized, found that they have not liked it, and then purchased a house similar to what they originally owned. The cost to do so was thousands of dollars. Read more
