Life is filled with uncertainties, retirement is
no different. How do we plan for something when we don’t know what to expect? As a result of advances in modern technology and medicine, people nowadays are living longer. An increased life
expectancy, in combination with an aging population, uncertainty surrounding government benefits and economic volatility are some of the factors forcing us to reconsider what it means to be financially secure in retirement. This longer
lifespan is creating an increased need to manage longevity – the risk of outliving your money.
A lot of retirees don’t know how to deal with the
distribution phase of retirement. People work hard to save and protect the lifestyle they love in retirement, but once they get to that point in their lives they need options. As your retirement
planner, we will plan strategically with ways to convert your savings into retirement income.
If you are still in your wealth accumulation stage in
life, we can also guide you with various financial tools to build, retain, and grow your retirement nest eggs...including Tax Efficient Retirement