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Three Unexpected Reasons Your Retirement Plan May Fail

 

We all aim to have a secure retirement, where we can focus on our passions and family without having to worry about money. But according to a CTV News survey, 40% of Canadians are worried about their future retirement. (1) Even if you do feel confident in your retirement plan, you may not be aware of unforeseen risks to your retirement. Here are three common yet unexpected reasons your retirement plan could fail:

 

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Does Longevity Risk Mean A New Financial Solution?

 

If you enjoy running as much as I do, you may have noticed an increase in runners with grey hair the last time you were at a race. This is a fantastic sign that our generation is taking care of themselves. Participation in consistent physical activity has many benefits for our general health and often leads to a better quality of life. Not surprisingly, healthy life habits also lead to an increase in the quantity of life as well. Have you factored the possibility of an extended retirement into your financial plan?

 

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Are You Ready To Sell Your Advisory Firm?

If you’re anything like me, you are passionate about what you do and the clients you serve. You’ve probably spent countless hours building your advisory firm from the ground up and are proud of the career you’ve experienced. But now you are beginning to slow down, looking to retire and move on to the next stage in life. The problem is, you want the best for your clients because of how much you’ve invested in their lives. Can you walk away from all you’ve worked for? Here are some questions to ask yourself as you face this life transition.

 

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What Is Your Risk-Adjusted Return?

 

The markets have soared over the last years and significantly over the last months and it’s tempting to look at the increasing rate of return and get excited, and maybe a bit greedy too. But remember, what goes up must come down. If your portfolio is only built to ride the highs, what’s going to happen when the next downturn occurs? Will you have anything to get excited about then?

 

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