Diamond Retirement Planning Ltd.

04/08/2024

New planning forms which follow the book formats of Your Retirement Income Blueprint and Retirement for the Record are now available for download on the website. 2024 Q1 Updates for Blueprint are available there too. https://diamondretirement.com/updates/?fbclid=IwAR2oGhM2XOU_tEVhqBW9QpaF5glerQS3L82XLiBgkKYGO5Blh3EtMHP4ekg

02/12/2024

https://diamondretirement.com/books/retirement-for-the-record/retirement-for-the-record-part-1-contents/
Forty six chapters sounds like a lot! But the technical details go down with a spoonful of sugar from the musical history notes -- and the play list. On YouTube! Read the chapter previews here.

11/09/2023

https://www.theglobeandmail.com/investing/globe-advisor/adv/article-how-retired-clients-can-generate-income-without-drawing-down-capital/

Sponsor Content

11/09/2023

This article really reflects what we often saw in real life client scenarios. 'Inheritances' given and received at more appropriate times along the way can have so much more impact, especially when it's obvious that there is excess cash flow building up. But you also can't take on too much risk of giving away too much too soon. People need to put a lot of thought into their definitions of 'retirement spending' and this is good food for thought. psst Pass it on!

Big inheritances can be a sign of underconsumption and suboptimal planning.

09/01/2023

As Dynamic Funds' Chief Retirement Income Strategist, Daryl Diamond shares a proven strategy for delivering a sustainable retirement income.

Dynamic Funds Chief Retirement Income Strategist Daryl Diamond explains how a Paycheque Portfolio™ approach can deliver steady income and peace of mind for retirees

07/12/2023

The 4M's of Retirement Income Planning

07/05/2023

It can, indeed, be confusing to understand why your actual TFSA contribution room can be very different than what is shown by CRA. This is further complicated by the lag time that institutions have to upload the previous year's data. As Jamie Golombek points out, the CRA information is not updated in 'real time.' Your advisor can help you sort this out.

Advisor-client conversation could help avoid costly overcontribution error

06/30/2023

Dynamic Funds' chief retirement income strategist challenges industry to bridge Canadian retirees' cash flow planning gap

06/08/2023

Industry veteran appointed as specialist in the space

06/02/2023

The CRA Prescribed Rate comes into effect for planning purposes (e.g. spousal loans) and when income tax overpaid or overdue is calculated.

After rising for four consecutive quarters, interest rate charged on overdue tax to stand steady

05/26/2023

The next chapter begins. Thank you to our clients for giving us a wealth of experience in optimizing your retirement income strategies over the past 25 years. It was an honour to be your financial advisors. In this new role, Daryl Diamond will continue to educate and enlighten retirees in the very crucial 'retirement income' stage of their lifetime financial plan.