ParallelWealth @Parallel_Wealth
Retirement Planning Specialists - Helping Canadians Coast to Coast. linktr.ee/parallelwealth Joined December 2022-
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🚨OUT NOW! Retirement Unpacked Ep. 3 | Too Much RRSP? RRIF Withdrawals, CPP Rumours, and Retirement Tax Strategies Check it out here: linktr.ee/retirement_unp…
Gifting kids money for a home? Without legal protection, half could vanish in a divorce. Full convo on Ep. 2 of Retirement Unpacked👉 linktr.ee/retirement_unp…
Retirement Unpacked Ep. 2 is out tomorrow at 6AM PST! Adam and Brett are diving into popular topics from care costs to CPP timing. 👉 Don’t miss it – follow & listen on your favorite podcast app! linktr.ee/admin
Retirement planning isn’t just about investments. It’s about big spending decisions. Cars, boats, cottages – can you afford them without derailing your plan?
Episode 1 of Retirement Unpacked is live! Adam and Brett dig into CPP survivor myths, TFSA rules, cash wedge strategies, and more. Listen now on Spotify, Apple, or YouTube. Watch it here: youtu.be/D0wZdQiY3co
Big news! Our new podcast, Retirement Unpacked, launches Sept 6! We’ll answer YOUR Canadian retirement questions – CPP, TFSA, taxes, lifestyle and more. Available soon on YouTube, Spotify & Apple Podcasts.
Retirement has phases. Your go-go years are the time to check off the bucket list. Don’t wait until you can’t do the big adventures. ✈️ Spend intentionally, plan wisely, and live fully while you can.
Morningstar & an estate attorney break down how taxes & trusts fit into estate planning. What’s missing? Retirement planning. The choices you make years earlier with income, savings & withdrawals shape your estate tax bill and how easily assets pass on.
Morningstar & an estate attorney break down how taxes & trusts fit into estate planning. What’s missing? Retirement planning. The choices you make years earlier with income, savings & withdrawals shape your estate tax bill and how easily assets pass on.
How much do you think you need to retire? Most people guess a million dollars – but the reality might surprise you. We ran real retirement scenarios with $250k, $500k, and $750k saved. Watch the video to see what the numbers actually show 👇 youtu.be/nYJWOZPIxPk
Have you heard of the RRSP meltdown strategy? We break it down in this video 👇 Want to see the RRSP meltdown in a case study? Head over to YouTube for a deeper dive! youtu.be/B_SafyDTFDQ
In case you’re new here – meet our team. The people behind the plans, helping Canadians retire with clarity and confidence.
A solid retirement plan includes more than just investments–it needs a buffer. That’s where the cash wedge comes in. Here’s why setting aside 2–5 years of income can protect you when markets dip.
BoC expected to hold the overnight rate at 2.75% with inflation still near 3% – no cuts this time (via @Reuters). 👍 Good news for retirees with fixed income 🏡 Tougher for variable-rate mortgages or upcoming renewals Official decision lands July 30.
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