Tag Archives: pension planning

Match a PENSION to your LIFESTYLE …#1

As I write this, it has just been reported that U.S.-based pensions are facing a $1Trillion black hole.  Similar pension deficits are widely evident among advanced and aging economies of the world.  This includes Canada and our friends and neighbours.   Remember when pensions used to sport surpluses?  Were you amazed seeing future...
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What you want in a Financial Planner / Advisor

When people search for a financial planner or advisor what are they looking for?  Generally to solve a problem, relieve a worry, or even gain insight to improve their life.  Some have a good advisor yet want a second opinion to confirm all is well.  If one has suffered a harmful setback...
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Visioning Your Retirement Lifestyle (Video)

Some people quietly admit they have no idea what their future may hold. Visioning your retirement lifestyle is an easy and enjoyable process to help open what you want to be enjoying – what will help you fulfil your life and future years – once you move on from your current duties and activities.

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Exit Strategies for a Pension (VIDEO)

Exit strategies from a pension are a vital consideration to enjoy the life you choose with the pension values you’ve accumulated. Some people choose to stay in their pension plan (and some pensions don’t even allow a choice). Yet many are electing to move their money from the pension into a self-directed strategy. The choice is a personal one, and the issues are vital and irrevocable.

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