Viewpoints about Retirement planning
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Federal Budget 2023—no big changes but maximum minimums!
A summary of the 2023 federal government’s budget highlighting the changes delivered by the Liberal government on March 28, 2023. Review our analysis of the key corporate and personal measures and how they impact you.
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Inflation’s impact on retirement portfolios: quantifying the future cost today
Small increases in inflation can have outsized consequences for retirees’ portfolios. How do you plan for retirement in a new inflation reality? We quantify how much rising prices can impact investors’ retirement plans, and the changes that can be made to increase the odds of reaching their goals.
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Using the challenges of the past year to redefine your financial future
With the unprecedented challenges of 2020 behind us, we think now is an ideal time for high-net-worth individuals to re-evaluate their financial goals.
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What is goals-based investing and how does it work?
Goals-based investing differs from traditional asset allocation by linking separate investment portfolios to specific goals.
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Target rate of return and return expectations
This article addresses the target rate of return approach that institutional investors employ and how that target rate of return has been adjusted over the past number of years.
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