Author: Marie Engen

A Retirement Income Planning Tool

A big challenge faced by retirees is how to manage the timing and sequence of withdrawals from their retirement savings and integrate it with other pension income sources.   You want to have enough...

What do Retiring Boomers Like to Do?

Retirement is big business in North America.  Just look at all the information in the media promoting everything from wealth management to vacations to pre-paid funeral plans. For some reason I seem to be...

Investing in Canadian Banks

For long-term buy-and-hold investors nothing really beats having the Canadian Big Five banks in your portfolio. Many investors already have a stake in at least one of the big five. Major Canadian banks consistently...

Generating Cash Flow in Retirement

Once you’ve stopped working your objective shifts from growing your investment portfolio to determining how to convert a large lump sum of retirement savings into a regular income stream that will last as long...

A New Year Brings New Possibilities

January rings in the New Year and the annual promise of something new: adopting resolutions, setting goals and looking ahead.   I like opening a fresh new planner that’s wide open for possibilities. It’s also...

Extra Reading: Happy Holidays

It’s hard to believe another year is just about over.  2018 went by so fast.  It reminds me of a quote by Gretchen Rubin, author and happiness expert: The day’s are long, but the...