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Retirement Readiness Infographic

This Retirement Readiness infographic illustrates how preparing for retirement in Canada involves navigating a complex landscape of financial considerations and realities. From government benefits to personal savings strategies, understanding these key aspects is crucial for a secure and comfortable retirement.

Retirement Readiness infographic on a desk.

Planning for retirement can be an overwhelming task. A financial professional brings the expertise to help their client’s understand early retirement considerations.

This Early Retirement Package infographic helps clients who may be considering an early retirement package to understand their various income sources. This includes understanding benefits such as Canada Pension Plan (CPP) and Old Age Security (OAS), as well as workplace pensions and personal savings accounts like Registered Retirement Savings Plans (RRSPs) and Tax-Free Savings Accounts (TFSAs). They can optimize these sources to maximize retirement income while minimizing tax implications.

Diversification
Building a diversified investment portfolio tailored to your risk tolerance, time horizon, and retirement goals is essential. Canadians often invest in a mix of assets to balance growth potential with risk management. Asset allocation strategies should evolve over time, adjusting as retirement approaches to prioritize preservation of capital while generating income.

The Value of Advice
This Retirement Readiness infographic helps inform clients that preparing for retirement demands comprehensive financial planning and a proactive approach to navigating various considerations. By leveraging government benefits, optimizing savings vehicles, crafting a diversified investment strategy, and addressing health care and tax implications, retirees can achieve financial security and peace of mind in retirement. Consulting with a financial advisor ensures personalized guidance aligned with individual retirement goals, enhancing the likelihood of a successful retirement journey.

Companion Calculator

Retirement Planning calculators allow Advisors to walk their clients through various scenarios to help them plan and save for the future. Companion calculators include:

Retirement Planner
Capital Required
Will the Money Last?
Taking CPP Early or Late?
Commuted Pension
CPP & OAS Benefit Amounts
OAS Clawback

Infographic Features

Communicate Complex Concepts
Financial infographics are an effective way to take complex ideas, filled with data and facts and simplifying the story using with visuals. When clients and prospects gain insights quickly, the content is more memorable.

Current & Shareable
Manage your client communications with current and timely vibrant infographics to share on social media, via email, in meetings or mailings.

Personalized
Infographics are personalized with the advisor name, contact information and company logo. This infographic is also included in FreshPlan software.

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