My business partner Meagan Balaneski is doing a cool project: The Financial Planning Vicennial. This is a year by year discussion of relevant financial planning decisions starting at age 55. Back when Meagan wrote her Certified Financial Planners exam she delivered the absolute top mark in the entire country. Clearly she knows her stuff. Her website is http://ow.ly/UAN350HmnUp.
Financial Planning at age 55.
Pension rules, including unlocking locked-in plans, tax credits and more Col 159 – The Financial Planning Vicennial – Age 55 – Cup of T Financial Planning (cupoftfp.com)
Financial Planning at age 56.
Preparing for widowhood. Col 160 – The Financial Planning Vicennial – Age 56 – Cup of T Financial Planning (cupoftfp.com)
Financial Planning at age 57.
Plan for having 85 year old parents: Power of Attorney, Personal Directive, Living with Dignity. Col 161 – The Financial Planning Vicennial – Age 57 – Cup of T Financial Planning (cupoftfp.com)
Financial Planning at age 58.
40 years as an adult: CPP and OAS. Col 162 – The Financial Planning Vicennial – Age 58 – Cup of T Financial Planning (cupoftfp.com)
