The Black Stratton Group - ScotiaMcLeod Markham

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"There is a very easy way to return from a casino with a small fortune: go there with a large one."

~Jack Yelton

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Strategies

Retirement Planning

"Retirement means no pressure, no stress, no heartache... unless you play golf.”

Gene Perret

Everybody has different plans and ideas for their retirement-some hope to retire early and buy a country home or vacation spot in the sun while others would like to retire late and continue working.

Whatever your vision, the best way to ensure that you reach your retirement goals is to have a plan. Ideally, you want to make sure that you have enough income and assets to live the kind of lifestyle that you want. A financial planner can help you with this and inform you of the many variables that go into the planning process and the pace with which they change.

Click on the links below to learn more...

Black-Stratton Retirement Strategies:

Readiness Assessment Tool: Self-administered and requiring about 10-15 minutes to complete, the Readiness Assessment tool is designed to help you gain perspective on your transition into retirement.
Sample Retirement Plan
Manulife Income Plus: An investment that can offer predictable, sustainable and potentially increasing income for life.
Insured Retirement Plan, Leveraging your Life Insurance Policy: a life insurance solution that leverages the insurance cash values for retirement income.
Self-Directed RSP: Make the move to a single RSP that can hold your different investments in one tax-sheltered container.

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NEW!!
Manulife Investments recently introduced IncomePlus--an investment solution to help manage the concerns and challenges you have for retirement.

Click here to view an overview of Manulife's IncomePlus plan.
Click here to view Manulife's IncomePlus brochure.

For more information on Retirement Planning, please read the following articles:

Gain Tax Free Income Through Universal Life

What Happens to my RRSP When I Pass Away?

How Much Money do you Really Need for Retirement?

Serverance Payments and Retiring Allowances

Individual Pension Plans-an RRSP alternative to help secure your financial future

Understanding the Annuity Advantage

Advanced Age RRSP Planning

Pension Income Credit

For a Better Retirement Plan, Start Planning Now

Pensions: Lump Sum or Monthly Payments

To help you, ScotiaMcLeod offers a Early Retirement Options Handbook, Retirement Planning Handbook and Retirement Planning Workbook designed to provide an overview of the retirement planning process and the steps you can take to make sure you have done everything you can to plan for your retirement years. Topics covered include the retirement planning process, retirement income sources, planning strategies, and many other retirement issues.

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