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Hamer-Allen Group

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Hamer-Allen Group

September 11, 2024

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What’s On Our Minds This Fall

Have you ever seen the movie “The Princess Bride”?  One of the main characters, an expert swordsman named Inigo Montoya, has spent his life trying to avenge his father’s death.  But when he finally does so at the end of the film, he realizes that he’s not sure where to go next.  Then he drops a great line:

 

“It’s very strange.  I have been in the revenge business [for] so long, now that it’s over, I don’t know what to do with the rest of my life.”   

In other words, after finally getting what he always wanted, what he had always worked for, he thought: Now what? 

 

As an Investment Advisor, I’ve seen many investors ask this same question upon reaching retirement.  They have been in the “saving for retirement” business for so long that, now that it’s over, they’re not sure what to do next. That’s why, over the last few issues of The Road to Retirement, we’ve been exploring the question of “Now what?”  This month let’s look at some of the decisions and activities we should focus on immediately after retirement.    

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<p>CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. Insurance services are available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are available through CIBC Wood Gundy Financial Services (Quebec) Inc. The CIBC logo and &ldquo;CIBC Private Wealth&rdquo; are trademarks of CIBC, used under license. &ldquo;Wood Gundy&rdquo; is a registered trademark of CIBC World Markets Inc.</p> <p>Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.</p>

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. Insurance services are available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are available through CIBC Wood Gundy Financial Services (Quebec) Inc. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc.

Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.