Main News | Modern Cents 2/9

Mar 27, 2025

Five questions cross-border experts are facing as trade war escalates

Clients with connections to both sides of the border are worried about social security, tariffs being imposed on services, and more.

The Globe and Mail

Andrea Thompson

#crossborder, #financialplanning

Document

Mar 14, 2025

Lindsay, 64, is ‘house rich, cash poor.’ What should she do when she retires this year?

Lindsay, 64, has a retirement spending goal of $75,000 a year.

The Globe and Mail

Shay Steacy

#retirementplanning, #retirement, #cashflow

Document

Mar 1, 2025

Cashing In

How to get the most out of RESP savings

Macleans Magazine

Andrea Thompson

#RESP, #educationplanning

Document

Feb 11, 2025

What Canadians with DB plans should consider before proceeding with pension buybacks

Pension buybacks are especially beneficial when the client’s income is lower and is expected to increase over time.

Globe Advisor

Andrea Thompson

#adviceonlyplanning, #pensions, #cashflow

Jan 17, 2025

When can Max, 54, and Erica, 42, leave their high-stress jobs and work part time instead?

Max and Erica also want to travel more as a family and eventually give each of their children a property.

The Globe and Mail

Shay Steacy

#adviceonlyplanning, #financialfacelift, #financialindependence, #financialplanning, #retirementplanning, #retirement

Document

Jan 10, 2025

U.S. elimination of WEP is good news for cross-border pensioners

Eligible Canadians with a U.S. work history will get their social security benefits restored

Investment Executive

Andrea Thompson

#crossborder, #pensions, #socialsecurity

Five questions cross-border experts are facing as trade war escalates

Andrea Thompson

Lindsay, 64, is ‘house rich, cash poor.’ What should she do when she retires this year?

Shay Steacy

Cashing In

Andrea Thompson

What Canadians with DB plans should consider before proceeding with pension buybacks

Andrea Thompson

When can Max, 54, and Erica, 42, leave their high-stress jobs and work part time instead?

Shay Steacy

U.S. elimination of WEP is good news for cross-border pensioners

Andrea Thompson

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