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Evans Retirement Planning
Evans Retirement Planning
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Meet Jason
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The Manitoba Primary Caregiver Tax Credit and Aging Parents
Income Tax Jason Evans, CFP® 2023-09-29 Income Tax Jason Evans, CFP® 2023-09-29

The Manitoba Primary Caregiver Tax Credit and Aging Parents

Are you helping an aging parents or another family member so they can stay living in their home? You may be able to claim the $1,400 Primary Caregiver Tax Credit.

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Overcoming 3 Retirement Planning Obstacles
Getting Started Jason Evans, CFP® 2023-09-24 Getting Started Jason Evans, CFP® 2023-09-24

Overcoming 3 Retirement Planning Obstacles

Having trouble getting started with your retirement plan? These practical solutions will help you overcome the three common challenges that many Canadians Face.

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The Top 3 Benefits of Retirement Planning
Getting Started Jason Evans, CFP® 2023-08-27 Getting Started Jason Evans, CFP® 2023-08-27

The Top 3 Benefits of Retirement Planning

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The Impact of Retirement Planning Assumptions
Retirement Planning Jason Evans, CFP® 2023-07-02 Retirement Planning Jason Evans, CFP® 2023-07-02

The Impact of Retirement Planning Assumptions

Retirement planning isn't a set-and-forget journey. Discover why regularly updating your assumptions and retirement projections is crucial in staying on course amidst financial uncertainties.

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CPP: Why You May Get Less Than You Expect
Jason Evans, CFP® 2023-06-18 Jason Evans, CFP® 2023-06-18

CPP: Why You May Get Less Than You Expect

The average CPP payment is only 62% of the maximum benefit. Learn why your benefits may fall short to avoid being surprised in retirement.

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The Pain of RRSP Over-Contributions
Income Tax Jason Evans, CFP® 2023-04-09 Income Tax Jason Evans, CFP® 2023-04-09

The Pain of RRSP Over-Contributions

Over-contributing to your RRSP can happen to anyone. Learn from John's story and avoid the steep penalties that come with this easily preventable mistake.

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Avoiding Tax Surprises in Retirement
Income Tax Jason Evans, CFP® 2023-03-26 Income Tax Jason Evans, CFP® 2023-03-26

Avoiding Tax Surprises in Retirement

Retirees often find themselves unready for their first tax bill following retirement. If your withholding taxes aren't set appropriately, you could face a hefty bill come tax time.

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Tax Updates for 2023: What Retirees Need to Know
Income Tax Jason Evans, CFP® 2023-03-12 Income Tax Jason Evans, CFP® 2023-03-12

Tax Updates for 2023: What Retirees Need to Know

If you’re planning on renovations in the next few years, you should know about these new and expanded tax credits.

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Using Income Splitting to Protect the Surviving Spouse
Income Tax Jason Evans, CFP® 2023-02-26 Income Tax Jason Evans, CFP® 2023-02-26

Using Income Splitting to Protect the Surviving Spouse

Retired couples can benefit from income splitting and tax credits, but the early death of a spouse can lead to higher taxes. Planning now could save the surviving spouse from paying more taxes later.

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Why Your RRSP is Worth Less Than You Think
Income Tax Jason Evans, CFP® 2023-02-12 Income Tax Jason Evans, CFP® 2023-02-12

Why Your RRSP is Worth Less Than You Think

Don't miss the RRSP contribution deadline for 2022. Learn how to maximize your savings and avoid being surprised by the taxes that will come due in retirement.

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The Pros and Cons of Pension Income in Retirement
Retirement Planning Jason Evans, CFP® 2023-01-29 Retirement Planning Jason Evans, CFP® 2023-01-29

The Pros and Cons of Pension Income in Retirement

Lifetime income from pensions has major benefits which retirees shouldn’t ignore. Read on to learn the advantages and potential drawbacks of pension income, and how to get more of it.

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Life Expectancy and Retirement Planning: What You Need to Know
Retirement Planning Jason Evans, CFP® 2023-01-15 Retirement Planning Jason Evans, CFP® 2023-01-15

Life Expectancy and Retirement Planning: What You Need to Know

Want to ensure your retirement savings last as long as you do? Learn how to calculate your own life expectancy for a solid retirement plan.

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