Retired at 50 or Working at 70
Working part time, giving back to the community, charity, travel, spending time with family and friends. Retirement spells something entirely different depending on who you ask. As the long-awaited moment approaches, recently retired or soon to be retirees are faced with questions like:
- Do I have enough?
- Where is the funding coming from?
- How long will it last?
- What is the backup plan?
- Will I leave anything behind?
Retirement is dynamic. As life expectancy increases, outliving your savings poses a considerable threat to funding your desired lifestyle. Add that to inflation and a low interest rate environment and investors should begin to get a clear understanding of:
- Retirement Income Needs
- CPP/OAS/Pension
- Capital Preservation
- Tax Minimization
- Legacy
- Health Needs and Concerns
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