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Retirement Income Planning, Calgary

Portfolio less than $500,000

Do you want to have an absolute, positive guarantee that you'll never be poor?   If you have less than $500,000 of retirement savings there is no room for error in managing your portfolio and you have to avoid costly mistakes like being overexposed to stock market volatility. Depending on your income needs and the sources of income you have, you will need as much guaranteed income as possible.   Consider having more annuity income. The research is conclusive: Retirees with guaranteed lifetime income are happier and experience a greater degree of retirement satisfaction…

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Retirement Income and Investment Advisors, Calgary

Portfolio Between $500,000 - $1,000,000

Most Canadians going into retirement have no plan. They have a hodgepodge assortment of investments and a foggy idea of how to put it all together. The majority of financial advisors at the big firms only take clients with large accounts of $1,000,000 or more and only focus on investments that are 100% exposed to the stock markets. With close to a million dollars of assets, you'll have more options than most people and can create a comfortable retirement lifestyle with flexibility built in. Your plan base needs to be filled with some guaranteed sources of income from government…

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Quality Retirement Planning, Calgary

Portfolio over $1,000,000

When you have a larger portfolio you have more options available to you and your biggest concern will be tax-saving strategies. You most likely have less of a worry of running out of money, but you want to keep more of your hard-earned dollars in your pocket. Wouldn't it be nice to have a retirement income plan showing you where to take your income from and in what order so that you pay the least amount of tax?   To have this, you need to enlist the help of an advisor who specializes in investments that produce tax-favored income    Our process with clients who are…

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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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