retirement planning guide
Your resource for a happier, more secure retirement.
Learn the questions you should be asking about your retirement savings
Make the right financial decisions for your family
Feel confident in your future
Biggest Difference Makers in Your Retirement Plans
When it comes to making financial decisions for retirement, there are dozens of levers you can pull to change the eventual outcome. You can adjust your savings rate, spending rate, investment selection, your withdrawal strategies, your tax strategies, your start date,...
Navigating the Death of a Spouse: First Steps
If you or someone you know has ever lost a spouse, it is absolutely devastating in every aspect of life. When it comes to personal finances as a widow or widower, there is a seemingly endless “to do” list. Figuring out where to start can be truly daunting. To help get...
Making Your Retirement Transition Seamless
One of the most stressful aspects when retiring, for anyone, is making the transition. One day you’re working, the next you’re not. One week you’re getting a paycheque from your employer, the next you’re not. Lining up your finances to make that transition a smooth...
Top 9
Retirement Mistakes
Manitobans Make
Each year, thousands of Manitobans make dozens of decisions that have long-lasting impacts on their retirement. This book is dedicated to identifying the most common retirement planning mistakes made by
Manitobans and providing guidance on how to make the right decision for you!
I hope you enjoy this book and are able to find one or two ideas that spark a positive change in your retirement dreams!