Retirement Planning

Retirement planning is figuring out how much money you will need to have saved up when you retire so that you can live comfortably. It involves estimating how long you will live and how much money you will need each year to cover your expenses.

Learn more about retirement planning from our financial advisors below.

January 30, 2021

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Today 10,000 new baby boomers retire each day. Think about it: Many people don’t get defined pension plans from their employers anymore. If anything, employers have reduced their 401k match,. . .

“Rising unemployment has serious implications, even for those already retired.” Robert Cannon. As the country emerges from COVID-19-related lockdowns, we are beginning to see more of the economic aftermath, particularly. . .

“It’s been over thirty years since Toronto Stock Market launched the first exchange-traded fund (ETF). Since that time, ETFs have gained popularity and are poised to take over the current. . .

“Building an expert team to guide you through the often bewildering and frustrating financial landscape is a crucial task if you are a pre-retiree or already retired.”-Eric Coons “Do-it-yourself” retirement. . .

December 8, 2020

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“Making contributions to a traditional or Roth IRA dramatically increases your ability to build a bigger nest egg, especially if your employer matches contributions. You want to take advantage of. . .

December 1, 2020

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We watch TV, read the news, and use social media to keep informed, but doesn’t it always seem like terrible things are happening elsewhere? Three things happened to me recently. . .

November 22, 2020

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“Dollars saved 20 years ago have lost nearly HALF of their purchasing power. Such inflation poses a serious threat to seniors entering retirement, as well as those already in retirement.”. . .

November 20, 2020

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“Most people do not know that a Health Saving Account can be used after your working time to help offset medical expenses that Medicare does not pay, this can be. . .

November 20, 2020

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Can you depend on company dividends for your retirement income? The definition of a dividend is payments made by a corporation or organization such as a mutual life insurance company. . .

Are you a woman who tosses and turns at night, worrying about money? Insurer Allianz surveyed women in 2019 found that 67% of female survey respondents reported worrying about their. . .

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Annuities are a safe and reliable retirement product. They can transform your savings into a more predictable income. Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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