Life is different once your children leave home and start out on their own. Whether you have a sense of melancholy or feel free and easy as you look forward to a new chapter, it’s important to recognize that various aspects of your financial life may change.
Lifestyle
Why Drawing Retirement Income is Personal
How much annual retirement income can you safely withdraw? Which source of savings should you access first? When should you start government benefits? What guidelines can you follow? There is no cookie-cutter approach to withdrawing retirement income. Here are just some of the factors that make one retiree’s income plan different from another’s.
Will You Retire at the Same Time as Your Spouse?
You may think the vast majority of couples retire at the same time. However, the last time Statistics Canada reported on Canadians retiring together or not, only about 30% of couples retired together.1 Also, an Ameriprise Financial survey conducted this year showed that a majority of American couples retire at different times.
When a Wealth Plan is Fluid
A wealth plan identifies your life goals and provides you with a personalized wealth management strategy to meet your financial milestones and achieve each objective.
Is downsizing the right decision?
Many people approaching or in retirement are torn between downsizing and staying in their home. Here are some considerations and how we can help.
Beware of fraud targeting seniors
Do you have any seniors in your life who may be susceptible to fraud schemes? Find out about common scams so you can watch out for their safety.
Thinking of purchasing a vacation property?
It’s a curious fact that we Canadians, depending on where we live, call a vacation home by different names – a cottage, chalet, country house, camp or cabin.
Does it pay to renovate?
One spouse wants to modernize the kitchen with a quartz-topped island, sleek push-open cabinets and built-in appliances.
Financial Freedom Insights
Join Our Newsletter
By providing your email address, you provide us with your express consent to send you commercial electronic messages related to finances and/or investments that maybe of interest to you. Should you wish to discontinue receiving emails of this nature, you may contact us to withdraw your consent at any time. Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy
Contact Us
At Endurance Wealth Partners, we’re here to help you simplify your financial journey. Whether you have questions, need advice, or are ready to take the next step, we’d love to hear from you!