Author: ClearWater Private Wealth

How to find “tax free” room lying around the house:

it is only a matter of time before these vehicles are fully maxed. When this happens, there are a few additional options you may consider to continue receiving the benefits of tax efficient growth.

Quarterly Newsletter: Feeling fearful when markets turn? Time for a risk reality check

Feeling fearful when markets turn? Time for a risk reality check

Depending on your age and investing experience, the market downturn in March caused by the COVID-19 crisis may have been a real shock or just the latest in a series of unfortunate events in your investing life. Either way, these types of market gyrations bring to the fore our personal relationship with risk. While we may understand risk as a concept,
especially easy to do when the markets are up, it takes a serious downturn to face our emotional reactions to risk. If you’ve been feeling anxious, it may be time to reevaluate your tolerance for risk. Continue Reading

Quarterly Newsletter: Ready for retirement? How to find out before you do it

When the time comes, will you be ready? The transition to retirement can be a real challenge for many of us. In fact, a 2019 poll by a major Canadian financial institution found that more than a quarter (27 percent) of retired Canadians regret retiring and an almost equal number (23 percent) have tried re-entering the labour market.

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