Racing to Retirement - Retirement Income Planning Workbook
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Will you be filling your days in retirement or will your days be fulfilling in retirement? It's never too early—or late—to take charge of your retirement.
This workbook covers:
Visualizing your retirement by uncovering your goals and dreams for your retirement life.
Building your roadmap by identifying your income sources and retirement expenses, then evaluating the gap you have between the two.
Optimizing your resources by building a cohesive strategy to address every aspect of your retirement, tax, and estate plans.
The Three Es of Effective Investing with Dr. Daniel Crosby
Canadian research found that people who had a short-term relationship with an advisor had about twice as much money as the control group, and those with a long-term relationship with an advisor had 2.73 times the wealth as the control group.
Dr. Daniel Crosby discusses the three Es of effective investing that can help investors evaluate their portfolios and make better decisions about their investments and finances overall. Working with a financial professional can help address all three Es. Find out why here.
Read more about the study referenced: ​​https://www.investec.com/en_gb/focus/coronavirus/daniel-crosby-how-covid-19-will-change-the-way-we-invest.html