Seven Investment Secrets for Your Retirement Portfolio (Video & PDF):
This resource will help you transition your investment portfolio from pre-retirement to retirement. These are very different portfolios.
Retirement Planning Checklist (Video and PDF Checklist):
Before you retire, you must ask many questions and seek answers. This handy checklist will help you organize the areas you must address, research, and answer before retirement.
Retirement Planning Tips Sheet (PDF):
After thirty years of working with families to prepare for retirement, we have learned much about this exciting journey. This PDF outlines 28 tips that will help you prepare for retirement.
Strategic Planning for Retirement (Video and Planning Worksheet/Slide Deck):
Ideally, planning the runway phase of retirement (the year before your retirement) should begin five years before retirement. Our Retirement Strategic Planning Worksheet will help you identify challenges, opportunities, and strategies to track, so you stay organized and on top of all the details.
Practicing Retirement (Video and PDF Worksheet):
Studies confirm that it's not ideal to work one day and retire the next. One way to prepare for retirement is to practice before the target date. As they say, "practice makes perfect."
Pension Questions to Ask Before Retiring (Video and PDF Worksheet):
If you have an employer-sponsored pension plan, there are key questions you need to answer before you retire. This worksheet addresses these questions to help you make the best possible pension income planning decisions.
​Harness the Power of Financial Modelling:
If you have an employer-sponsored pension plan, there are key questions you need to answer before you retire. This worksheet addresses these questions to help you make the best possible pension income planning decisions.
Why Does Coaching in Retirement Improve Financial Results?
In this video, we explore the coaching model and the data that confirms that advised households have better financial results.
Retirement Cashflow Planning & Budgeting
Developing a spending/cashflow plan is a critical first step in practical retirement planning. When done correctly, it leads to peace of mind and financial resilience throughout retirement. Included are planning resources and worksheets that you can use in your planning.
How To Design Your Best "Later Life"
Retirement is an outdated term that no longer reflects the new retirement realities. Increased longevity means that a person retiring today can expect to spend 30 years or more in retirement. The number of activities you can choose from to fill that time are endless, and achieving success in your latter life will require some lifestyle planning along with financial planning.