It’s spring – and tax time. Chances are you are getting advice from multiple different advisors about your tax and financial planning. And chances are, it’s all good advice… but some of the advice from one advisor may conflict with that from one of your other advisors. Or it may be too narrowly focused on one specific area of expertise. Or it may be overwhelming. Or it may not address the real issues of what you need to retire well. Or your other advisors may not be ‘strong’ enough to ask you the real questions to get the plan you need…
Retirement planning is one of the most challenging things you’ll ever do, and that’s what makes it one of the easiest things to put off until ‘next year’.
There’s always next year, right? Well, yes there is. But, is that what you really want?
I am challenging you to get real about retirement right now. If you have a plan, the time is now to review it to make sure it’s as comprehensive and realistic as it can be. If you don’t have a plan, the time is now to get one.
Just do it.
You see, my CLU professional designation means that I have expertise in multiple areas of financial and estate planning, as well as insurance – I truly see a bigger picture than other kinds of advisors who may only see your portfolio from a singular point of view.
‘Next year’ is not a retirement strategy.
It’s never too early to get real about retirement planning – but it’s not too late either. If you’ve been putting it off, the best time to get real about retirement is right now… literally, this minute.
If you’re ready to get real about your retirement, start here: (905) 477-8029 ext.1.