top of page
Free 30-minute Discovery Conversation
We want to ensure this is the right process & fit.
If you agree to move forward we will schedule our first full session.
During Covid 19 we will meet via video chat or phone.

Search


How to Help Your Adult Children Buy a Home PART 4
Should you Loan Money, Create a Discretionary Trust, or be the Co-signer or Guarantor? Loan Money You can give your child money and...

Karen Fenske
Jun 21, 20242 min read


How to Help Your Adult Children Buy a Home PART 3
Should you Gift Money, Gift Money Slowly or Gift an Early Inheritance? Gift Money Once again ensure your retirement plan has your needs...

Karen Fenske
Jun 14, 20242 min read


How to Help Your Adult Children Buy a Home PART 2
Where will the money come from? Consider your retirement plans and the tax implications. Use cash or near-cash funds, and non-registered...

Karen Fenske
Jun 7, 20241 min read


How to Help Your Adult Child Buy a Home PART 1
Can You Help Your Adult Child Buy a Home?

Karen Fenske
May 31, 20242 min read


Become Retirement Ready!
It’s easy to get caught up in the day-to-day of life with all that’s going on - work, relationships, and raising kids - it is very...

Karen Fenske
Jan 10, 20241 min read


$7000 More Room to Save
The TFSA contribution limit for 2024 has been officially released. That limit is $7,000, up from $6,500 in 2023 and $6,000 in 2022. The...

Karen Fenske
Nov 27, 20231 min read


To Downsize or Not to Downsize? That is the Question.
Retirement is more than just a date - it's a new stage of life. There are many questions to answer while retirement planning and where...

Karen Fenske
Jun 28, 20233 min read


Will they thank you for the "Starting Out" gift? YES!
Now that your son or daughter found "their person" help the couple learn—as a team—how to make sound financial decisions to build their...

Karen Fenske
Nov 1, 20221 min read


Get Ready for Retirement, Work with a Professional RRC®
Registered Retirement Consultant I have taken time away from my blog to earn the Registered Retirement Consultant® designation. The RRC®...

Karen Fenske
May 27, 20221 min read


What AMOUNT do you need to retire? WRONG QUESTION – Retirement Planning
The right question is: How much do you want to spend? It is a complex process to provide a useful answer to you in your specific and...

Karen Fenske
Feb 8, 20223 min read


3 Hush-hush Retirement Costs: Preparing for Retirement
Learn about the 3 least talked about risks. Inflation is up and you are concerned about how far your retirement income will stretch. This...

Karen Fenske
Jan 20, 20223 min read


Be above average & put money into an RRSP!
Be above average and contribute before the March 1st, 2022 RRSP deadline! You don’t need to decide the specifics of investing that money...

Karen Fenske
Jan 14, 20221 min read


9 Steps to Your Someday: Preparing for Retirement
Planning for retirement is about more than investment growth, something you can’t control; it is about what you want and that you can...

Karen Fenske
Jan 6, 20223 min read
bottom of page