Planning for retirement may seem intimidating. For many people, it feels like stepping away from your success at work and into the unknown. However, what you’re really doing is making sure that your successes continue and know how to budget. Retirement is simply the point at which you stop working for your money, and your money starts working for you. But you’ll need expert advice on the best way to move forward and how to plan for it.
Retirees are much more active and engaged than in generations past. Many professionals, particularly entrepreneurs, even keep a hand in their operations well into their retirement through consulting, volunteering, or sitting on boards. Others see their retirement as making more time for sailing, golf, gardening or grandkids.
What’s important is how you plan to get to your ideal state and who you talk to in order to get there. As for the planning itself, with the right team the prospect can be exciting, and even fun.
Our longer life expectancy means planning for 20 or even 30 years of retirement. Now’s your opportunity to put the resources in place to ensure that phase of your life is stress-free and enjoyable.
You’ve made plans before and set financial goals like budgeting for an education, buying a home or creating a registered savings account like an RRSP or TFSA. The same goes for retirement planning – you need to imagine what you want, set goals, save and invest. Just like any major purchase, you’ll need professional advice, which is where our advisors come in.
We’re here to help translate your retirement vision into action.
No matter how you see your retirement, there are some fundamentals to set yourself up for financial freedom. Here are four steps to help prepare you for retirement:
Our goal is to cultivate the kind of relationship with you that’s engaged, dynamic and suited to you personally. Over time, your goals, family, health or circumstances may change. It’s important that your vision, plan and preparations are adjusted each step of the way.
We’re excited to be part of this process with you. Talk to us and we’ll set up an appointment with one of our accredited, trusted advisors. In the meantime, fire up that imagination. We can’t wait to hear what you have in mind for your retirement.
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities. Credential Securities is a registered mark owned by Aviso Wealth Inc.