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Tip: Divide your money between three areas: Retirement: Estate Planning; Current – The ‘Now Stuff’.
Let’s identify the purpose of each box.
The Retirement box holds your RRSP and Pension. It is classified as mid-term 5 to 10 year money.
The Estate Planning box is the box that holds your money for longer than 10 years. It is designed to fund the balance of your retirement and to put it bluntly, death.
Tip: Make this your goal – “I plan to have a good time spending my money while making sure my children or grandchildren will have all that I want them to have.”
It is very important to keep in mind that: “Life isn’t a trial run. You don’t get to do this again.” This is it!
Bob Proctor, internationally acclaimed motivational speaker, and featured contributor to the globally successful book and movie “The Secret” expresses it well when he says:
Tip: Plan on being dead and broke, not dead and rich. Just make sure you don’t end up broke before you end up dead.
The “Accumulation Stage of Life” begins around the age of 18 when you start acquiring assets and building them up. It lasts until you reach between 55 and 65 when you may stop accumulating and you reach the peak:
Peak of Three Things:
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Tel: (705) 733-3338 Office Locations: 117 Bayfield Street, Suite 101, Transamerica Building 5000 Yonge Street, 8th Floor, With the help of our Toronto financial advisor, Investors Source Wealth Management Toronto can help you reach financial goals sooner. Our Toronto financial planner will develop a custom plan tailored to your specific needs. If you are looking for a Barrie financial advisor we also have Investors Source Wealth Management Barrie and our Barrie financial planner can help you with your financial planning or Barrie life insurance needs. |
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