'Tis the Season for Retirement Income Planning

What is retirement income planning, and why do we have to do it once a year? As it turns out, almost none of you are actually experiencing the worst case scenario, at least from the perspective of your investment returns, tax policy, and cost of living increases. Most of you have more in your accounts than we projected.

And that’s precisely why we meet once a year to check in on your plan.

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06: Investing In Community

The evidence is in: when disaster hits, your first responders are probably not going to be actual first responders. They’re going to be your neighbours. Investing in your community is more than just an insurance policy against dealing with a bad situation on your own, though: it’s also a great way to build a better world, one block at a time.

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