Retirees

Who

  • Age 65 and over
  • Increased Net Worth
  • No longer working or working part time

Priorities

  • Mortgage is paid off
  • Little to no debt
  • Review pension arrangements
  • Staying on budget (Download our app!)
  • Living off savings
  • Reducing income tax
  • Taking care of the “What-ifs?”
    • Long Term Care
    • Premature Death
  • Make a will
  • Consider powers of attorneys
  • Making sure health insurance is adequate
  • Estate Planning

Useful Articles for Retirees

Importance of a Financial Plan

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The importance of a financial plan. Working with us to create your financial plan helps you identify your long and short term life goals. When you have a plan, it’s easer to make decisions that align with your goals. We outline 8 key areas of financial planning.

Brexit Commentary

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Investment Company opinions on Brexit.

Impact on Life Insurance

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Major changes are coming to life insurance, if you're looking to apply for life insurance or review your insurance needs, this is the best time to do it. The last significant changes made to life insurance were in 1982. Sit down with us to do a review prior to the changes coming into effect.

Exempt Test Legislation

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Major changes are coming to life insurance, if you're looking to apply for life insurance or review your insurance needs, this is the best time to do it. The last significant changes made to life insurance were in 1982. Sit down with us to do a review prior to the changes coming into effect.