12 Keys To a Happy & Secure Retirement

Quality Retirement Transition, Calgary

12 KEYS TO A HAPPY, SECURE RETIREMENT

• 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 15-minute call to see how we can help you

 

Advisors for Advanced Retirement Income Strategies,

Willis & Nancy Langford

Helping Clients Maximize their retirement income and reduce their taxes


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Willis and Nancy are amazing. I am near retiring totally and they advised me what to do to help me be financially set. I was late in starting my financial plan but they helped me to see that I was going to be okay. 
They are so knowledgeable about what is going on in the world financially especially for retirement. They have the answers and are interested in you personally. 
Thank you.

Catherine Moon
Client

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