Each of us can remember a time when we discussed great ideas but wished we had written them down. Your retirement can sometimes be one of these topics left to conversation. Putting your vision and finances on paper can help you structure and plan a comprehensive strategy to help you realize your retirement dream.
According to the 2019 Fidelity Retirement Survey only 23% of Canadians have a written financial plan and 87% of those with a written plan feel positive about life in retirement versus 42% without a plan.
At ThinkWise, we strongly believe ALL our clients should understand what income they will require in retirement and feel comfortable their money will outlive them.