At retirement, one relationship that often changes is with your spouse or partner. In the early and middle years of a marriage, couples normally don’t spend a lot of time together. As partners, they are busy making a living, raising a family, and fixing up a home. In a recent survey, it was found the…
Many thanks to the Knowledge Bureau for awarding me a Certificate of Distinction and granting permission to use the esteemed certification mark FDFS (Fellow of Distinguished Financial Services). I am honoured. As part of my practice, I’ve worked with representatives of Nesbitt Burns, Faith Life Financial, Sun Life, Assante Wealth Management, BMO, and others. I’ve…
As part of your retirement plan, you need to seriously consider the best time of year to retire. Not only are there financial implications to think about but you should also consider the season at the time of your retirement. Be sure to check the programs at your company before tendering your resignation. A. Cost…
Centenarians have positive attitudes about life. They also enjoy their life after work. A long life and successful retirement takes courage, commitment, and desire. You can have an elaborate retirement plan but if you don’t have the conviction to follow it, your plan is nothing more than words on a page. Change is a natural…
When asked, many retirees answer they want to remain in their current home. Unfortunately, for a large proportion, they are ignoring reality. To stay in your home means assessing the suitability as you age. Questions such as: It’s vital to consider the above issues ahead of time. Doing so not only prevents serious problems in…
Retirement is a time of change – the adoption of a new life style, being more self-reliant, and taking on new and different responsibilities. With such change comes a chance for fear to grow. Have you ever heard an employee or client say: “Will I lose my physical or mental health as I age?”, “Will…
Fear, panic, and discomfort are common emotions experienced by people preparing for retirement. These emotions often occur because the pre-retiree is entering a new world – one with different circumstances, behaviours, and activities. It is a world filled with change, and with change comes opportunity! So, who makes the transition easier, men or women? Though…
Capable employees are at the heart of every successful organization. Their experience, skills, intuition, and ability add greatly to the overall success of the firm. Throughout an employee’s tenure, the company engages their talents and helps develop them for future challenges, And yet, when faced with the natural evolution of retirement, those same organizations often…
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