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Retirement

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Setting S.M.A.R.T. goals for retirement

It’s difficult to reach your destination without actually knowing where you’re headed. And it’s hard to achieve your goals if you haven’t clearly identified them. That’s why PKAG’s retirement planning process always begins with this question: What’s your vision for retirement? And while financial goals are important, retirement is about so much more than money. …
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Finding your purpose in retirement

Guest blog by Inaya Karmali When you think about retirement, what are you looking forward to? Maybe it’s not having to wake up to an alarm clock or finally having the time to explore your passions and spend more time with loved ones.  When it comes to retirement, what’s causing you worry? The number one…
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Are you afraid of spending in retirement?

“If I just had more money, life would be easier.” Sound familiar? Here’s the surprising part: Everyone says it. From our highest net worth client to our teenage kids, and everyone in between. Overcoming fears with financial planning If the fear of not having enough money is keeping you up at night, the first question…

From saving to drawdown in retirement: Understanding RRIFs

Guest Post: Alberta Securities Commission Imagine this: you have diligently saved towards retirement for decades, consistently contributing to your Registered Retirement Savings Plan (RRSP) or Group RRSP plan through your employer during your working years. Now, with retirement on the horizon, a new question arises: how do you withdraw from your hard-earned savings and create…

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More Than Money

Is the Alberta Pension Plan dead?

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ARE YOU TRULY PREPARED FOR RETIREMENT?

Retirement is supposed to be your reward after years of hard work, but without the right plan, it can quickly become stressful. As you approach retirement, uncertainty can weigh heavily:

  • Do I have enough saved to retire comfortably and sustain my lifestyle?
  • How will rising inflation and unpredictable markets affect my income?
  • What’s the plan if my health deteriorates or my care needs change?
  • Will I be able to pass on my wealth to my family without unnecessary tax burdens?
  • Am I prepared for the unexpected, like market crashes or medical emergencies?

At Dave and Faisal’s seminar, you’ll discover strategies to ensure you’re financially secure, no matter what life throws your way. From optimizing your investments and reducing taxes to safeguarding your legacy and health, this free seminar is designed to tackle the biggest concerns of those within 10 years of retirement or already retired.

Ensure your retirement is everything you’ve dreamed of, sign up for this exclusive event today!

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