Creating Your Retirement Roadmap

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Retirement Income Plans, Calgary

Plan Well - Retire Well

Before heading out on vacation you'll take the time to plan where you are going, how you will get there, where you'll be staying and the activities you want to participate in. You may plan a wedding, plan for a new baby, plan out your education, get architectural plans to build a house.   When you stop and think about it, you plan out a lot of stuff in your life every day, but what about a plan for your money and your retirement? A large majority of Canadians have no plan and when you consider the reality that most retirees are faced with retirement before they have time to…

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Quality Retirement Planning, Calgary

Our Retirement Income Planning Process

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 who are either in retirement or planning to retire soon. Perhaps you have done well growing your savings with the help of an advisor over the years, but you are not…

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Retirement Income Planning, Calgary

The Simplest Retirement Income Plan - Annuities

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. There are all kinds of annuities available, however, you probably have never heard of them. For example, Cashable annuities, variable annuities,…

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Travel Insurance, Calgary

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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