12 Keys To a Happy & Secure Retirement

Quality Retirement Transition, Calgary


• Start planning early. Time is your best friend.

• Clearly define your retirement vision, values, priorities and trade-offs.

• Get expert help with financial planning. Use conservative assumptions and run sensitivity analysis. Update this bi-annually at a minimum. 

• Don’t forget to factor in increased spending on health care. There's a huge difference between public and private long-term care facilities.

• Review the asset mix of your invested capital. In order to draw a consistent income from your portfolio, you cannot afford to ride market volatility.

• Change as needed to meet the objectives identified in your financial plan.

• Consider the tax implications of your plan.

• Develop a formal, written investment plan.

• Employ traditional and alternative assets for your portfolio. There are 10 asset classes to consider.

• Hire professional investment management if you can’t be confident of your or your advisor’s ability to deliver steady portfolio returns to meet your plan.

• Measure performance and tracking against your plan.

• Have fun and enjoy the time and money!

Want to retire in the next few years? Click here to Book Your $149 Retirement Readiness Assessment


Your Retirement Income Specialists,

Willis & Nancy Langford

Helping Clients Maximize their retirement income

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Latest Testimonial

I attended a session hosted by Willis and Nancy last night. Cost me nothing but an hour of my time. Was well worth it. Willis is one smart guy, so if you are even considering an info session, go hear his message .... I'd be surprised if you don't come away with something you didn't know about retirement planning.

Glenn Saunders
Recent Workshop Attendee

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