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An Annuity’s Taxable Portion Explained

Often my clients, who buy non-registered life annuities, ask me to explain why the lowest premium on a quote table…

Posted by: Phil Barker

Should you consider an annuity?

My comments to "Should you consider an annuity?" by Kevin Press at BrighterLife.ca Should you consider an annuity? An annuity’s promise…

Posted by: Phil Barker

Forcing seniors to outlive their savings

From the C.D. Howe Institute: Outliving Our Savings: Registered Retirement Income Funds Rules Need a Big Update Click here for…

Posted by: Phil Barker

Change RRIF drawdown rules: C.D. Howe

In this article "Change RRIF drawdown rules: C.D. Howe" from Investment Executive not only makes some good points but raises…

Posted by: Phil Barker

Use Annuities To Protect Yourself From Yourself

In this very recent issue of Forbes magazine  there was an enlightening article on life annuities, "Use Annuities To Protect…

Posted by: Phil Barker

Running Out of Money? How Life Annuities Provide Income for Life

Retiring today is not as simple as it was for previous generations. Most new retirees and those about to retire…

Posted by: Phil Barker

Saving enough isn’t the only worry in retirement

My comments on "Saving enough isn’t the only worry in retirement" by Craig Sebastiano | May 15, 2014  from Benefits Canada. This…

Posted by: Phil Barker

How living longer can hurt your retirement planning

My comments on a recent article in the Toronto Star  "How living longer can hurt your retirement planning" by Moshe A.…

Posted by: Phil Barker

Should your life expectancy be part of your financial planning?

My comments on  "Should your life expectancy be part of your financial planning?" by Garry Marr of the Financial Post. From…

Posted by: Phil Barker

Your Savings Annuity Can Outlive You

Did you know your savings annuity can last beyond your lifetime? I speak to annuity clients or those engaging in…

Posted by: Phil Barker