Knowledge
Thoughts, opinions and trends – everything, all in one place.
25 result(s)
Building Wealth Across the Decades: Key Financial Priorities for Your Sixties and Beyond
June 14, 2023 – As you enter your sixties and beyond, it is essential to stay the course on the financial planning strategies you put in place in earlier years. At this stage, your main attention should shift toward retirement spending and cash flow management.
Building Wealth Across the Decades: Key Financial Priorities for Your Fifties
June 08, 2023 – Over the course of your fifties, continue to build on the financial planning activities you started in your earlier years. As retirement approaches, it is crucial to ensure you have enough savings to maintain your desired lifestyle. This includes…
Building Wealth Across the Decades: Financial Planning Priorities for Your Forties
June 01, 2023 – As you enter your 40s, your financial situation often becomes more complex. It’s likely that you have children who are nearing college age, your earning potential has increased, and with it, there are several financial obligations to consider, such as:
Building Wealth Across the Decades: Financial Planning Priorities for Your Thirties
May 25, 2023 – A big question I hear from people in their thirties is: “should I invest in my Tax-Free Savings Account (TFSA) or should I pay down my mortgage?” This is what I would do in my thirties:
Building Wealth Across the Decades: Key Financial Priorities for Your Twenties
May 17, 2023 – Let’s start by addressing the foundational elements of finances that you’re building in your twenties. Here are the top three priorities:
Market Outlook: Where Will Inflation Go From Here?
May 17, 2023 – With recession risks building, where will inflation go from here? On May 17 at 11:00am, Welch LLP’s Family Wealth Advisory Group and guest speaker Craig Basinger, Chief Market Strategist of Purpose Investments, will host an informative discussion on the market outlook.
5 Things You Can Do as a Business Owner to Prepare for 2023
January 03, 2023 – As we say goodbye to 2022, there seems to be a consensus that Canada will enter a recession in the latter half of 2023. Having weathered the rollercoaster of the past two years, we appreciate the concern business owners are feeling as they will no doubt face yet more twists and turns in the new year.
Converting Your Registered Retirement Savings Plan (RRSP) Into Income.
December 13, 2022 – You’ve been contributing to your RRSP throughout your career and now it’s time consider reversing the flow of funds; leveraging your RRSP as an income source to help fund your retirement. The RRSP is an important and often materially significant piece. What are your options?
How the RESP Helps with the Costs of Education
September 06, 2022 – It’s that time of year again – the kids are going back to school. If your kids are old enough, a return to class could be an emotional experience, but also a significant financial burden. The costs of post-secondary education are high and rising at a rate that consistently out-paces inflation.
The Importance of a Well Laid Out Financial Plan
August 23, 2022 – it is almost impossible to tell when we are truly at the bottom of a cycle. A well laid out financial plan will have developed a strategy to ensure your cash flow needs will be met without being forced to sell your investments at the wrong time.
Why Did My OAS Payment Change?
August 23, 2022 – When planning to exit the workforce, top of mind for most is understanding their new income sources. One source is Old Age Security (OAS), a monthly payment you can start to receive the month after you turn 65.
Market Outlook 2022: Are We Already in a Recession?
September 14, 2022 – Welch Family Wealth Advisory invites you to join us for an informative discussion on the current market outlook on September 14 at 11:00am.
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