Art of Retirement – The Book

Canadians face a variety of growing concerns. Inflation, rising government debt, global politics, significant changes to government programs, and an increasing need for medical care are all factors raising worry—about retirement.

The Art of Retirement answers vital questions: Do I have enough for retirement? What happens if I live longer than planned? When should I take CPP, OAS or GIS, and how can I minimize my taxes? Most Canadians ask these questions when facing retirement, and each one is addressed in this book in language that you won’t need an advisor to decipher for you. Improving your financial future is only a few pages away.

My book is available.
Here are the links.
CANADA – https://www.amazon.ca/dp/B0B7FMP6XK
USA – https://www.amazon.com/dp/B0B7FMP6XK

From the blog

Our latest posts

Building a Tax-Efficient Retirement Strategy: The 6 Steps for Success

Tax Planning

Have you ever wondered how to create a tax-efficient retirement strategy? What would it look like if you were to map this out from start to finish? Let me walk you through the process, which I call the 6 Steps to a Tax-Efficient Retirement Strategy. 1. Set a Timeline The first step is to establish…
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What is the Average CPP Payment at 65?

Retirement Planning

The Canada Pension Plan (CPP) provides a steady source of retirement income for Canadians. It’s a monthly, taxable benefit that replaces part of your earnings once you retire. To qualify, you must have worked in Canada and made contributions to the plan. The amount you’ll receive depends on how long and how much you’ve contributed…
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Is OAS Clawback Based on Family Income? Understanding the OAS Recovery Tax and How to Minimize It

Retirement Planning

The Old Age Security (OAS) pension is a foundational income source for many Canadians in retirement. However, some higher-income individuals may face a reduction in their OAS benefits through the OAS clawback (or recovery tax). One of the most common questions is whether the clawback is based on family or individual income. This article explains…
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The supporting material, audio and video recordings and all information related to the artofretirement websites are designed to educate and provide general information regarding financial planning and all other subject matter covered. It is marketed and distributed with the understanding that the authors and the publishers are not engaged in rendering legal, financial, or other professional advice. It is also understood that laws and practices may vary from province to province and are subject to change. All illustrations provided in these materials are for educational purposes only and individual results will vary. Each illustration provided is unique to that individual and your personal results may vary. Because each factual situation is different, specific advice should be tailored to each individual’s particular circumstances. For this reason, the reader is advised to consult with qualified licensed professionals of their choosing, regarding that individual’s specific situation. The authors have taken reasonable precautions in the preparation of all materials and believe the facts presented are accurate as of the date it was written. However, neither the author nor the publishers assume any responsibility for any errors or omissions. The authors and publisher specifically disclaim any liability resulting from the use or application of the information contained in all materials, and the information is neither intended nor should be relied upon as legal, financial or any other advice related to individual situations.

Mutual funds are provided through Carte Wealth Management Inc. Insurance & segregated funds are provided through Carte Risk Management Inc.

Art of Retirement – The Book

From the blog

Our latest posts

Building a Tax-Efficient Retirement Strategy: The 6 Steps for Success

What is the Average CPP Payment at 65?

Is OAS Clawback Based on Family Income? Understanding the OAS Recovery Tax and How to Minimize It

The Art of Retirement

Blog Categories

Resources