Posts Featuring Georgia Swan (Page 1 of 6)

Downsizing: Is it the right retirement move for you?

Stay in the big house or downsize? It’s a common question, especially as people get close to retirement. To ensure you’re asking the right questions before making the big move to somewhere smaller, Georgia Swan, Tax and Estate Planner, TD Wealth, joins Greg Bonnell to talk about some lifestyle considerations that could factor into your decision.

Mortgage-free! Making the most of this money milestone

You’ve paid off your mortgage. Congratulations! It’s a big deal. Now what? Georgia Swan, Tax and Estate Planner, TD Wealth, joins Kim Parlee to talk about some key considerations as you pivot your financial plan to gain ground on other important goals, including retirement, helping your children or finally buying a vacation property.

Personal Finance Perspectives

Sandwich Generation: Why your RRSP may be about more than just you

A Registered Retirement Savings Plan is often seen as a tool to help fund a carefree retirement. But if you are also supporting an elderly parent and adult children, how can you ensure your retirement plan is well-funded? Georgia Swan, Tax and Estate Planner, TD Wealth, joins Greg Bonnell to look at ways the so-called Sandwich Generation can manage their RRSPs.

Personal Finance Perspectives

Greg Bonnell has a look at 3 financial planning issues that may face Canadians.