Preparing for your first meeting with a Financial Planner is a big step to ensuring you live the retirement of your dreams. Many studies have consistently shown that North Americans who work with planner are nearly twice as likely to have enough money to retire as those that don’t.
What is a Financial Planner?
Before…
There are no guarantees when it comes to the number of years everyone gets on this earth. You may plan to live well into your 90s, but circumstances — and your health — can change very quickly. This is why it's important not to put off the uncomfortable but necessary work of planning your estate.…
Your estate is comprised of everything you own — your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions.
A satisfying retirement means different things to different people. We must each define for ourselves what we want included as part of our retirement years and what we do not.