Carly Hoffman Carly Hoffman

January 12th, 2021

Financial Planning in your 50s and 60s

We’re going on a journey through the time period from your 50s and early 60s — a journey with a difference. This journey looks at when rather than what

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Carly Hoffman Carly Hoffman

December 17th, 2020

How to Minimize Tax on Retirement Income

When you’re retired, you need an income strategy that balances today’s cash flow needs with an investment strategy to safeguard your ability to produce income in the future…

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Carly Hoffman Carly Hoffman

December 3rd, 2020

How to Build Retirement Income

One of the most difficult things to plan for is the number of years that will need to be funded during retirement. We are here to help…

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Carly Hoffman Carly Hoffman

November 24th, 2020

Senior Fraud Alert

Fraud is one of the most widespread crimes against seniors in Canada. Perpetrators typically view seniors as easy marks…

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Carly Hoffman Carly Hoffman

November 17th, 2020

Embracing the Unknown

Do you enjoy not knowing what happens next? Other than suspense in movies, people usually prefer feeling like they're in control. But in investing, certainty and comfort are rarely any good…

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Carly Hoffman Carly Hoffman

November 11th, 2020

How to Choose the Method of Making a Charitable Gift

When you’re confident you have provided financially for yourself and your loved ones, you may begin thinking about helping others through charitable giving. If you’re making a significant donation, you’ll find there’s a wide variety of ways to give…

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Kyra Kyra

November 9th, 2020

Market Volatility: Encouraging vaccine news

The equity market surged higher out of the gate today on news that a vaccine being developed by Pfizer and BioNTech SE prevented more than 90% of infections in their large-scaled study. The hope has been for 60-70% effectiveness and this seems much better than that.

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Carly Hoffman Carly Hoffman

November 2nd, 2020

Your Financial Planning is all About You.

At Spire Advisors, our goal is to help you achieve your goals and dreams – which means putting your best interests at heart. When we work with you, our first step is to assess your individual situation and put ourselves directly in your shoes…

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Carly Hoffman Carly Hoffman

October 30th, 2020

How to Minimize Tax on Retirement Income

When you’re retired, you need an income strategy that balances today’s cash flow needs with an investment strategy to safeguard your ability to produce income in the future…

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Carly Hoffman Carly Hoffman

October 28th, 2020

Why the Money Talk Matters

It’s never been easy discussing financial matters with family members, whether talking to your parents or adult children. But quite often, there’s one important reason to gather your courage and have the money talk…

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