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6 Steps to Retirement Success

September 30, 2020/in Blog, Business Owners, Family, Investment, Retirees, rrsp, Tax Free Savings Account /by Videre Financiers

 Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success.

  • Have a written plan which merges life priorities with financial resources.

  • Consolidate your income-producing assets with one advisor.

  • Layer different sources of income in the most efficient manner.

  • Structure income in order to preserve valuable tax credits and government benefits.

  • Create efficient cash flow by investing your income-producing assets wisely.

  • Implement efficient solutions for health-cost risks and wealth transfer strategies.

Talk to us about a complimentary comprehensive review of your retirement plan.

 

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Latest News

  • 2021 Financial CalendarJanuary 4, 2021 - 6:00 am
  • Government of Canada to allow up to $400 for home office expensesDecember 29, 2020 - 11:47 am
  • Business Owners: 2020 Tax Planning Tips for the End of the YearDecember 11, 2020 - 6:00 am

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