Welcome to "Today's New Retirement"
Where your last day of work no longer means the beginning of your last phase of life.
Have you given any thought about retirement other than
“How much money is enough?”
If you knew for sure that you were going to live to, or past, age 90, would you still want to retire at your current projected date? Would you put more thought into planning the rest of your life? This is just one of the realities of today’s new retirement.
You have been successfully accumulating your retirement nest egg, but the investment advisor who helped you accumulate your investment assets may not be the person you should be working with today.
It’s time now to work with a retirement specialist who focuses on helping you develop a strategy for your retirement transition, both financially and as importantly, psychologically.
Below are seven common questions that I often get asked and I am sure that you would like answers to:
(Click the links below to find the answers!)
I have been doing business with Jerry for over 15 years. During that time, Jerry has consistently been trustworthy, considerate, kind, generous, and caring. Furthermore, I have found Jerry’s advice to be reliably sound and accurate. To Jerry, his clients are more than just customers; he treats them as true friends
I am often asked “when are you going to retire?” I am sure many of you have experienced this as well. How does one define retirement today? I believe that the definition of “full time work” to “full time not working”– at some age or point in time — is outdated today. The goal today […]Read More
Do you have enough retirement assets to provide the income required for you and your spouse for the remainder of your lifetimes? The key factor required to answer this question is not just based on what you have – but on what your life expectancy could be. In my many years of helping people plan […]Read More
As of July 1, 2013, you can defer drawing your OAS benefit until age 70, similar to the recent change to CPP. However, unlike CPP, you cannot take it earlier than age 65. For each month you defer your OAS pension, it will increase by 0.6% or 7.2% per year. Total deferral to age 70 […]Read More
Call for information: 604-859-9966