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You’re in retirement

Whether you are new to retirement or you’ve been enjoying the lifestyle for a while, it’s always a good idea to ensure that your existing plan will keep up with you for your entire retirement – and there are a lot of things you may not have considered.

Are you content with your current income stream? Are you drawing down your assets faster than anticipated to meet income needs? Is your risk management strategy keeping up with market moves? Are you paying too much in taxes?


Now that you’ve done this for a bit and have a better idea what it looks like, you may want to make some changes.  These could include selling the family home, buying a second home or even starting a new business. Have you begun to think about leaving a legacy?

You may want to see if you can increase your income, or you may just want to be sure that your existing assets will last.  


We believe that whatever stage you are in, taking a second look at your plan can be valuable.