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There’s More To Retirement Than Financial Planning

By Mike Drak The retirement industry is starting to wake up to the fact that just because a client has achieved a certain level of retirement savings doesn’t mean that they will automatically enjoy a happy retirement. There are many other things to consider too.

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Make Sure You Have A Will – If Not For You, For Your Family

Benjamin Franklin once said “In this world nothing can said to be certain, except death and taxes.” So, given the certainty of these two situations you would think that putting a will in place would be a natural practice for everyone. Unfortunately, this is not the case.

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The Retirement Discussion Dilemma

By Susan Williams You are thinking about retirement and would like to transition into it. Maybe working part time to start would be great. Or even just having some more flexibility in your hours would be a bonus. Your employer realizes that you’re getting close to retirement and would...

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Steps To Take Today For a Financially Healthy Tomorrow

By Anne Arbour Are you counting down the years, months and even days to your retirement? Being aware of your current day-to-day money practices will help ensure a financially healthy tomorrow. Here’s how you can do this.

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Questions People Ask Before They Retire

By Gary Foreman No matter how you look at it, retiring is a major change in your lifestyle. For many, it’s something that they’ve been looking forward to for years. Looking forward to retirement and being ready for it are two different things. So let’s look at some of...

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Five Things to Do Before You Retire

By Susan Williams Ahhh – retirement. It is the time in your life when you say goodbye to the daily grind of your 9 to 5 and say hello to what you want to do on your own timeline. If you are actively counting down the days until you...

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