Tag Archives: retirement planning

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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INFRASTRUCTURE INCOME – winning for LIFE

You get paid by the letter with a word like i-n-f-r-a-s-t-r-u-c-t-u-r-e.   Picture the long lucrative history of this word!  Rome built an economic miracle on roads and aquaducts.  Canada stretched east to west by railroad, and expanded urban centres with electrical and gas utilities.  Infrastructure is the base of every healthy, growing...
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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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