News/Media

One of the key challenges retirees face when they shift from “wealth-accumulation mode” to “drawdown mode” is in the timing and optimization of multiple income sources. These may include employer and government pensions, registered and non-registered investment income, annuities, any […]

In an industry in which accumulating assets is the main focus for most financial advisors, Ian Moyer, founder of Ian C. Moyer Insurance Agency Inc. in Ingersoll, Ont., has taken the reverse approach: he helps his clients spend their money. Moyer, […]

While I reached the traditional retirement age of 65 last April, I continue to work steadily in semi-retirement (a.k.a. the victory lap). But when my wife Ruth, one year my junior, said she will follow suit next year and leave […]