A senior citizen holds a boombox in front of the American flag

Your U.S. Dreamhome Could Turn Into a Retirement Nightmare

Jordan DeFazio

June 18, 2025

If you own any U.S. property, Trump’s new “One Big, Beautiful” could cost you big time. Why? It could affect your returns or inflate your selling costs.

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A happy family shows off their money after communicating their expectations openly

When Families Clash, Retirement Plans Crash

Jordan DeFazio

June 13, 2025

Learn how to communicate with your family about your expectations for retirement. At a certain age, you have to get on the same page.

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Grandparents with kids and grandkids smiling in front of a house

Is a Mortgage-Free Retirement Still Possible in 2025?

Jordan DeFazio

June 03, 2025

Why are 30% of retired Canadians are still carrying mortgage debt in 2025? Find out how debt affects you and your families retirement.

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U.S. dollar on top of a Canadian flag background

Proposed U.S. Tax Changes Could Hit Canadian Investors Hard - Especially in Retirement

Jeremy Schrader

May 28, 2025

Potential changes to U.S. tax policy should be raising some serious red flags for Canadian investors. While nothing is law yet, the implications for retirement income could be severe.

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Concerned retirement couple, finance debt and anxiety in financial planning

Why Interest Rate Cuts Might Not Be Good News in Retirement

Jeremy Schrader

May 20, 2025

When banks cut interest rates, it’s usually thought of as positive economic news. It can be used to stimulate the economy, but if you’re in or near retirement a rate cut could quietly erode your finan...

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Senior holding his glasses after realizing he's losing his job

Forced into Retirement? Here’s What to Do and When to Start Planning

Jeremy Schrader

May 13, 2025

Retirement sometimes doesn't come on your terms. Whether it's due to company restructuring, health issues, or market downturns,  being forced into retirement can feel like the rug has been pulled out ...

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