Jon Hreljac (CPA, CFP, TEP), Retirement & Estate Planning Services at Manulife Financial, shares a great presentation about the advantages and opportunities that come with taking the Commuted Value.
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Watch Part 2: Case Study
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Retiring can be a very stressful time. It’s a big decision that can impact all aspects of your life. There are so many decisions to make, like what to do with your assets, how to invest, how you want to spend your time, what you want to do in retirement, and what you think will help you live the kind of life you want.
Investing is a very complicated topic. If you don’t have the time or knowledge to invest, it’s important to use a Certified Financial Planner (chat with one from Pension Solutions Canada for free by calling 1-888-554-6661). A Certified Financial Planner can look at your finances and help you decide the best way to invest your money. They can help you identify your goals and then develop a strategy to help reach them. If you have any money that you want to invest or if you’re planning on retiring soon, work with your financial planner to not only make sure you have all your ducks in a row, but also to make sure you’re going to ENJOY retirement to the fullest!
If you’re not using a financial planner, or don’t have one, it’s time to get one. You should be talking to a financial planner on a monthly basis about your priorities and needs for the next year.
It’s important to have a financial planner who will sit down with you and create a plan that works for your specific needs.
The day you retire is one of the most exciting days of your life. It’s a time to relax, enjoy the fruits of your labor and explore new hobbies. But it’s also a time to be prepared.
If you’re unsure about the next steps to take for retirement, you’re wondering if you’ll have enough money when you retire, or you’re looking for information about moving your pension away from your employer, give us a call. We can help! We’ll also assist you with estate planning, address tax minimization, and answer all of your retirement questions.
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