After a long period of COVID-19 shutdowns and travel restrictions, we’re finally seeing borders opening to travellers. That’s great news for everyone, but especially for retirees who count on travel as a key part of their retirement lifestyle.
Where you choose to live in retirement is the theme of the Page 1 article. It’s a look at the connection between your retirement location and the retirement planning needed to get you there.
Accumulating retirement savings is also addressed in an article on Page 4. This time, it’s under the theme of borrowing to invest. If you want to give your investment program a boost, is borrowing to invest prudent or risky?
A couple of articles in this issue involve relationship and family matters. On Page 2, we discuss the benefits of both spouses being involved in the couple’s financial life. An article on Page 4 outlines the pros and cons of helping a child buy their first home.
Finally, the Page 3 article covers lesser-known wealth management strategies, with a variety of tips and tactics for everyone, from students to seniors.
Read the full newsletter here >> 2021 Fall Well-Advised
We hope that you and your family enjoy the fall. Please contact us if you ever need advice or have questions about your wealth management program.