One of the key challenges retirees face when they shift from “wealth-accumulation mode” to “drawdown mode” is in the timing and optimization of multiple income sources. These may include employer and government pensions, registered and non-registered investment income, annuities, any continuing earned income or business income, rental income and many more. [...]
Available to financial advisers for $1,000 a year (do-it-yourself investors can negotiate a price directly), I recently put Cascades through its paces for my wife and me. A few weeks earlier, I had done the same with
Better Money Choices
, a do-it-yourself program being developed by Doug Dahmer, the Burlington, Ont.-based founder of Retirement Navigator. See full article
here.