These are some of our latest posts

• She started looking at financial products only when she is about to retire
  S is a senior executive in a large corporation. She is in her 50s and looking to retire in the next couple of years. She has no dependent. She only started to look at financial products to help her in her retirement planning this year. She is not in a bad financial position. She owns… Read more: She started looking at financial products only when she is about to retire
• He has the Midas touch in Real Estate
  R just turned 50. He still has 2 school going kids and it would be at least 10 years before they do not need to depend on him financially. His wife took on a less hectic job and as a result took a pay cut from her previous role. We met as R needed some… Read more: He has the Midas touch in Real Estate
• Retirement Planning is a Defensive Play
  I read Investment Moat’s article “9 Strong Points to Why I say, the Dividend Income Retirement Mindset is Not a Good Retirement Risk Management Model” with a lot of interest. Investment Moat is right that having sufficient monthly income over many years (20 to 40 years) during retirement is a topic that bothers retirees like… Read more: Retirement Planning is a Defensive Play
• I am a lousy trader
  “Buy low and sell high” It definitely sounds easy but it is far from easy for me. There is a glamourous ring to being a stock trader in our financial city. Stock traders can afford big houses, nice cars and expensive wines. They only work during trading hours and once past trading hours, they are… Read more: I am a lousy trader
• Picking our own stocks
  Diversification is one of the key strategies in investment. We can diversify the risk of owning a single stock by purchasing mutual fund or ETF. We can also diversify the risk of investing in the wrong time (buying high) by using Regular Saving Plans (RSP). We covered this topic in our main site (read INVESTMENT… Read more: Picking our own stocks

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TRI-O RETIREMENT PLAN is a simple way to help you get started on your retirement planning. Learn the FUNDAMENTALS and HOW TO GET STARTED. There is also a spreadsheet to help you CALCULATE your monthly savings and your project monthly income at retirement. You can check out our BLOGS on topics pertaining to retirement planning. Feel free to CONTACT US if you have any questions or comments.