Download articles, information, checklists and retirement planning guides to help you make investment decisions today to ensure a secure financial position when you retire.
We all dream of retiring with a comfortable income so that we can enjoy those retirement years without worrying about unexpected bills and expenses. But that's not likely to happen without a solid financial plan that allocates a percentage of today's income to savings and investments to see us through our golden years.
Sit down with your financial advisor and figure out what retirement will cost you, then set up a plan together that will help you meet those needs. Invest as much as you can into retirement savings plans, and don't touch those savings!
Investment Products as Part of a Complete Retirement Plan is a 31-page expert guide which is full of good information to help Canadians assess the investment options as part of an overall retirement income plan. Topics include:
common and preferred shares,
blue chip and growth stocks,
equity and fixed income investments,
mortgage backed securities,
mutual funds, and
Investment Products as Part of a Complete Retirement Plan in Canada was written by McClure Financial Services Ltd. All content is copyright by the author. This guide refers to Canadian tax laws and is intended for Canadian residents.
This 9-page information package was created by McClure Financial Services Ltd. to assist Canadians in determining their pension benefits, and in contingency planning in the event of being offered a severance package. Topics include:
government and employer-defined pension plans,
annuity and life insurance options,
severance package components,
Defined Benefit Pension Plans.
Most Canadians don't have enough set aside for emergencies. Download the Pension and Severance Planning package and learn more about how to determine what you need.
Would you like to retire early? Of course you would! Learn how to plan for an early and financially secure retirement with this 17-page seminar developed by McClure Financial Services Ltd. Topics include:
sources of income, and income options,
personal life insurance,
inflation-proof income deficiency analysis,
how to determine whether you have sufficient funds to meet your monthly needs.
Retirement Planning in Canada: Retiring at the Age You Want and the Income You Want is copyright by the author. This is a Canadian retirement planning guide, and makes reference to the Income Tax Act (Canada).