Investment Planning

If you are approaching retirement, or already there, you face an increasingly complex challenge - making your money last throughout your lifetime. A profound change is in the midst - Canada's largest generation is entering retirement. What is your plan? Let Farrell Financial help you achieve a secure income for your entire lifetime:

 

Income for a Lifetime 

          Making your money last throughout your lifetime – 
          Discover the 5 key risks to achieve a secure income for your lifetime:
          1. Longevity
          2. Inflation
          3. Asset Allocation
          4. Excess Withdrawal
          5. Health Care Expense


Cash for Life 

          Create your own personal pension plan.
          Many employers are not offering the old defined benefit pension plan.
          However retirees do need security and there are alternatives.


Money In Money Out 

Developing a retirement Income Plan. You have accumulated your nest egg for retirement. Now you want to spend it. 
How do you convert your retirement savings into retirement income?
 

Tax Efficient Income 

          All income is not taxed equally. 
          Create a plan to generate tax efficient income.

Importance of a Retirement Plan

          People don’t plan to fail. They fail to plan. 
          Start off with the end in mind. Create a financial plan.


Discover the Plus in IncomePlus from Manulife Investments 

Are you concerned about the ups and downs of the stock market, but want a better rate than a GIC offers?

*** WealthStyles articles are provided courtesy of Manulife Investments.

       
 

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