Important steps you should take before you retire

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IMPORTANT STEPS YOU SHOULD TAKE BEFORE YOU RETIRE
Early planning can help you effectively deal with
financial situations after you retire.
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INTRODUCTION
Retirement planning, if done right, offers many
benefits in terms of financial stability. So,
make sure to prepare and take steps to manage
your financial well being. Here are some
important considerations
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Define your retirement goals
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Create a picture of your retirement in your mind.
How do you want your retirement to be? Do you
want to travel a lot or would you prefer to spend
time with your family? No matter your goals, make
sure youre financially prepared to achieve them.
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Pay off your debt
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Its advisable to pay off the debt before you
retire. Develop a strategy and implement it to
ensure you enter retirement without financial
burdens. You can start with paying high-interest
loans.
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Optimize your tax strategy
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Taxes are inevitable. What you need to do is
identify tax optimization opportunities and take
advantage of them. You can consult a financial
planner to learn how to reduce your tax bill
before and during retirement.
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Review your insurance plans
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As a Canadian, you need to be adequately covered.
Old age comes with health and financial worries.
Having appropriate insurance plans will help you
deal with the unexpected with ease.
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Prepare an estate plan
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Estate planning is a crucial part of your life
whether youre in your 30s or retired. Have an
updated will and testament to make things easier
for you and your family.
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Consult Kewcorp Financial to learn more about
retirement planning in Alberta!
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OUR SERVICES
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OUR TEAM
Jim Kew Financial Planner
Scott Kew Financial Planner
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780-449-6292 Jim.kew_at_kewcorp.ca Scott_at_kewcorp.ca
CONTACT US
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