Allan Norman on Muck Rack

Allan Norman

Barrie
As seen in: MoneySense, Yahoo Canada, Yahoo Finance Canada, Financial Post, Maclean's, Ottawa Citizen, Vancouver Sun, Regina Leader-Post, Winnipeg Sun, Canadian Business, Fort McMurray Today and
A written financial plan is useless. Plans we create together & put to video R priceless. Advisor, sailor, and avid ping pong player.
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Articles

Segregated funds are no tax panacea

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By Allan Norman
| MoneySense Verified
Ask a Planner Could moving your RRIF into segregated funds lower estate taxes? Maybe—but higher fees and other trade-offs could leave your heirs worse off. Photo by prostooleh on Magnific Ask a Planner I attended a financial planning seminar and the presenter said you’re taxed so high on RRSPs when you die that your kids are only going to get half of it, which I already kind of knew. So, if you put it into these segregated funds, then you don’t pay tax. Should I be doing this?
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Don’t neglect financial planning’s missing middle

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By Allan Norman
| MoneySense Verified
Ask a Planner Scenario-based planning can help you build a financial plan by testing “what ifs” and turning uncertainty into informed, realistic decisions. Photo by benzoic on Freepik Ask MoneySense I called two prominent, fee-only financial planning firms that don’t sell investments because I want a financial plan, and they both turned me away. They said they couldn’t help me because I don’t know what I want. I’m not sure what to do. I want a plan, but I don’t have any real goals.
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How much money should Gerry, in his 70s, have in equities, bonds and cash? Original

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By Julie Cazzin Verified, Allan Norman
| Financial Post Verified
Skip to Content FP Answers: Rather than asset ratios, ask yourself how much you want to go toward capital preservation versus inflation protection As a retiree you should want to protect your income for a set number of years, say three to five years, and protect your capital for any large, near-term expenses. Reviews and recommendations are unbiased and products are independently selected. Postmedia may earn an affiliate commission from purchases made through links on this page. Q.
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