
Investment and planning advice made with dedication and care. @iAPrivateWealth
Burlington, ON
Joined November 2012
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Retirement spending may peak in the first few years of your retirement; but you can plan ahead for these expenses. tinybfs.com/t/v7d2fM
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A blue wave swept Republicans from power in both chambers of Congress Tuesday, but voters may find that the White House still holds sway over many of the policies that fueled their discontent. tinybfs.com/t/YPdncI
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What happens when the next generation doesn't want the family business? Explore succession planning options that protect your legacy and family wealth. tinybfs.com/t/oAU5mr
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The 2026 retirement survey from CPPIB finds 61% of people fear outliving their savings. tinybfs.com/t/G8TVIh
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It's the first increase in more than three years. tinybfs.com/t/1kueXO
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With a huge transfer under way, you may inherit shares of companies that you dislike. There are a lot of ways to tweak a portfolio. tinybfs.com/t/SZynAA
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Find a withdrawal rate that better fits your retirement—with a worksheet to help conceptualize your choices. tinybfs.com/t/0pAE52
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Ructions point to what a true bursting of the bubble might do to financial markets. tinybfs.com/t/twqup4
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Market swings tempt many near-retirees to move to cash. A financial coach explains when it’s smart planning and what to ask before you sell. tinybfs.com/t/BpaHSX
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Being everyone’s favorite colleague has hidden costs. Discover how workplace popularity creates emotional labor, invisible responsibilities and career risks. tinybfs.com/t/2K5Iaq
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When even high-income consumers feel pinched, you know lifestyle creep and rising fixed expenses can strain any budget—making it essential to give each raise a purpose before spending it. tinybfs.com/t/pCTv8u
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Think AMT is only something ultra-wealthy Canadians need to worry about? Think again. tinybfs.com/t/zUeCn7
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The author used an AI detector for a month. What they found from peers, dates, and heroes was horrifying. tinybfs.com/t/ZfpZSS
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If an interest rate hiking cycle does arrive, don't expect our central bank to stop at one. It never has. tinybfs.com/t/YWrGCp
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U.S. regulator is censoring investors in order to shield companies from scrutiny. tinybfs.com/t/1ftcav
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Carney gathered the biggest rainmakers from around the world to showcase the country’s major deals and projects. tinybfs.com/t/wM1lOl
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FP Answers: Delaying benefits gives you higher payments but the decision should be guided by factors like health and spending needs. tinybfs.com/t/SPTfMm
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Buying a home is always a big decision, but what changes when tariffs, trade tensions and economic uncertainty enter the picture? tinybfs.com/t/wX1Raf
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It’s not what we say so much as what we do that children end up modeling. tinybfs.com/t/hgqj34
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Forget the K-shaped economy...the real divide may be generational...and Baby Boomers’ nearly $90 trillion in wealth could explain why the consumer keeps defying expectations. tinybfs.com/t/VVp2Nx
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