Retirement Income Planning, Calgary
Think Outside Your Portfolio with our advanced retirement income strategies designed to provide income for the rest of your life, without the guesswork or risk of outliving your money. If you want to organize your sources of income in the right order and most tax-efficient manner talk with one of us.
Creating Your Retirement Roadmap
Advanced Retirement Income Planning Strategies
Wouldn't it be nice to have a retirement income plan telling you where to take your income from and in what order so that you pay the least amount of tax? Would you like to enjoy retirement knowing exactly how much you can spend while not having to worry that you may outlive your money? To have this you need to enlist the help of an advisor who "Thinks Outside the Portfolio" We work with clients with a minimum household portfolio of investments of $350,000 who are either in retirement or planning to retire in the next few years. Perhaps you have done well growing…
Guaranteed Lifetime Income
Do you want to have an absolute, positive guarantee that you'll never be poor? The research is conclusive: Retirees with guaranteed lifetime income are happier and experience a greater degree of retirement satisfaction because they are not worried about outliving their money. During retirement, you have to de-risk your portfolio and reduce the market exposure of your investments so that you can ensure you do not run out of money. Check out: Annuities & Retirement Happiness How we HELP you Create Guaranteed, Predictable & Tax-efficient Lifetime Income: Ensure…
Resources for Clients
Just search the web and you will find some horror stories about travel insurance. If you're traveling outside of Canada in the next little while make sure you understand what you have for Travel Insurance. Here's a couple of tips: 1. ) Check your coverage. If you are depending on the coverage through your Credit Card or group plan at work read the fine print. There are limitations to this coverage, especially with the maximum days per trip you will be covered. 2. ) Make sure you have the Travel Card with you or the policy number along with the 1-800 number so that you…
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Advanced Retirement Income Planning Seminars
Our next seminar on Advanced Retirement Income Planning Strategies is on January 22, 2019 @ 7pm Location will be announced shortly Send an email to pre-register Our seminars focus…
Should I Commute My Company Pension When I Retire?
If you are one of the lucky Canadians that has a defined benefit pension plan from your employer and you have had the good sense to stay with one employer for a long time then you have some options to consider when it comes time to retire. Before…
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