Retirement Report: Are your plans in place?
Submitted by Parkhouse Financial / Portfolio Strategies Corporation on June 19th, 2017
Retirement 20/20
The 2017 Fidelity Retirement Survey Report
Every year, Fidelity conducts a survey to understand Canadian pre-retirees’ and retirees’ expectations and the realities of living in retirement. The survey captures their feelings about this transition, their savings and investments, and sources of income in retirement.
Thinking about the future can be overwhelming, particularly given events happening around the world today. This underscores the importance of working with a financial advisor to keep you on the right track.
As the Fidelity Retirement 20/20 survey report shows, investors who work with a financial advisor are more confident and more likely to achieve their desired retirement lifestyle.
- 82% of respondents who have a financial advisor said they felt positive about their life in retirement
- 45% of respondents who have a financial advisor found their transition into retirement easier than expected
Looking for a 2nd Opinion Sounding Board?
Everyone’s situation is unique. Your path to retirement, why and when you retire and what you plan to do in your retirement are all very personal choices.
Creating a customized financial retirement plan that incorporates your personal choices can help you feel better prepared for your retiring years.
I offer a Free one-hour consultation where I provide feedback about the track you are on.
Keep in mind you do not need to become a client to take advantage of my 2nd Opinion Sounding Board Process. It’s a complimentary service that people find to be of real value.
Contact me today to get started.
Sincerely,
Nathan
416.838.3617
