Our Views

If there is one question that is common to almost all Newport Private Wealth clients it is this: "How much money do I need to retire without any worries I’ll outlive my capital?” Keep Reading "Retirement planning for the high-net-worth investor" >

Planning for retirement can be challenging. Attempting to balance your need for current income against the risk of outliving your savings is hard enough and, as it turns out, the federal government is not making things any easier. Keep Reading "Manage RRIF rules carefully – or you could run out of money" >

  There comes a point when adult children should be asking certain questions of their parents to ensure that their financial affairs are in order. As parents age, achieving financial independence for retirement is a primary objective and effective planning should start well ahead of time. ... Keep Reading "How to talk to aging parents about their financial affairs" >

A recent article in the Financial Post concludes that spending by those who are retired declines with age and correspondingly wealth increases for those over 70 years of age. Our experience is quite the opposite among the higher net worth clients we have helped through retirement. In fact, I ... Keep Reading "Increased wealth after age 70? Don’t bet on it." >