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Will you be living your dreams or living your fears?
53% of Retirement Plans are Expected to Fail.Learn more
How will we ensure we don't run out of money?
Will your retirement be meaningful for you?
Will your family be taken care of when you’re gone?
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1. Define your goals2. Prioritize your goals3. Set target dates
1. Decide how much money each of your goals require2. Commit some ‘seed’ money to each goal
1. Determine your comfort with risk2. Calculate how much risk you need to assume to meet each of your goals
1. Build portfolios that will achieve each of your goals while meeting your risk tolerance
1. Make sure your investments stay on track to achieve your goals2. Stay in touch with you to ensure your priorities haven’t changed
Recovering from a financial setback
Events that negatively affect finances can happen to anyone. Overcoming a challenging situation requires determination, patience and good planning.
With 70 percent of Canadians aged 55 to 64 still carrying debt, here are some strategies to ask your advisor about that may help you make the most of your retirement goals.
Retirement and Debt
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43 Commonwealth Building
9912 – 106 Street
Edmonton, AB T5K 1C5
(780) 702-5070 or 1-877-231-2244