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Financial Independence Update – October 2020

Posted on October 13, 2020 by Mark | 27 Comments

Financial Independence Update – October 2020 The ability to eventually work on my own terms. Definitely something to look forward to… Until then, save, invest and have some fun. Work hard but stay balanced. Stay the course too. Enjoy the…

Should I take the commuted value of my pension?

Posted on September 28, 2020 by Mark | 34 Comments

Should I take the commuted value of my pension? Breaking up is hard to do. Or is it – when it comes to your employer? Whether that is voluntary leave or involuntary leave, at some point, some people are faced…

Weekend Reading – The Safe Withdrawal Rate (SWR) debate, buying QQQ ETF, new dividend milestones and more!

Posted on September 5, 2020 by Mark | 12 Comments

Weekend Reading – The Safe Withdrawal Rate (SWR) debate, buying QQQ ETF, new dividend milestones and more! Hey Everyone, Welcome to my latest Weekend Reading edition where I share some of my favourite articles from the week that was across…

What is a LIRA and how should you invest in it?

Posted on January 30, 2019 by Mark | 52 Comments

What is a LIRA and how should you invest in it? Got a Locked-In Retirement Account (LIRA)? On the cusp on getting a Locked-In Retirement Account thanks to your recent workplace changes? What the heck is a LIRA and why…

What is a Locked-In Retirement Account (LIRA)? Here is my update

Posted on May 7, 2018 by Mark | 38 Comments

What is a Locked-In Retirement Account (LIRA)? Here is my update Some time ago (actually a long time ago…) I wrote about my LIRA (my Locked-In Retirement Account (LIRA)). This post will recap this type of investment account and highlight…

Pensions 101 – The Basics of Defined Benefit and Defined Contribution Pension Plans

Posted on September 29, 2014 by Mark | 20 Comments

Pensions 101 – The Basics of Defined Benefit and Defined Contribution Pension Plans The following article is a guest post by Sean Cooper who blogs about personal finance at Sean Cooper Writer. Are you confused by your workplace pension plan?…