The RRSP Retirement Account Meltdown Strategy

This post appeared as a guest post at Sure Dividend on October 7th, 2017.

Recently I discussed my wife’s and my journey to financial freedom. I explained that we had diligently saved and invested in an effort to step away from the “rat race” earlier than most people.

In my recent Brookfield Asset Management – Calling All Long Term Investors post, however, I expressed concern about having accumulated too much money in tax advantaged accounts. Continue reading “The RRSP Retirement Account Meltdown Strategy”

The Financial Concerns, Priorities, and Behaviors of Mass Affluent Americans

I just finished reviewing the Fall 2016 edition of the Merrill Edge Report; Merrill Edge is part of Bank of America Corporation. This nationwide survey is released twice a year and provides an in-depth look at the financial concerns, priorities, and behaviors of mass affluent Americans. I have no empirical evidence but I would imagine for readers in Canada the financial concerns, priorities, and behaviors would be relatively similar. Continue reading “The Financial Concerns, Priorities, and Behaviors of Mass Affluent Americans”