Client Solutions

Nearing Retirement

 

Retirement is sneaking up on me. Am I really prepared? (60’s)

There comes a point when you realize that retirement is closer than you thought. When the calendar starts to say it’s almost time to start filling your days with things other than work. Congratulations. You’ve done well! And you’re about to enter the best years of your life.

There are a number of plans and decisions to be made as you get your financial house in order for retirement. Helping you to create a retirement plan that allows you to sleep at night with peace of mind and confidence is what we do best.

If you’re turning 71 this year, you will have to convert your RRSPs to an RRIF (or annuity) before the end of the year. Find out what the lower minimum withdrawals introduced in the 2015 Federal Budget means to you.

We take a look at the complete picture, balance all of the competing priorities - your retirement lifestyle, your business or personal assets, your need for income, your family’s special needs, your health –– and provide a practical approach to making your retirement dreams start to manifest themselves.

A winning financial game plan is not glamorous, it’s just common sense. For more information or to set up an appointment to discuss your dreams, please feel free to contact our office.