Already Retired? Make Sure Your Retirement Investment Plan Is On Track

Just because you’ve retired doesn’t mean you should stop retirement planning. In fact, carefully managing your retirement income may be even more crucial while you’re in retirement.

Even if you made retirement investment plans before you retired, you should periodically revisit your goals to determine if your investment planning is on track to meet them.

Fisher Investments Canada can help you:

  • Determine if you have saved enough money, based on your financial goals and investment objectives.
  • Review the asset allocation in your retirement investment fund to determine if it’s suited to your current needs and future goals.
  • Determine how much your savings need to grow, factoring in inflation and spending patterns.
  • Fine-tune your investment portfolio throughout retirement.

Planning for retirement while retired isn’t easy, and it can be a little scary. But your investment options shouldn’t stop at retirement—your retirement investment-planning company needs to adapt to your changing circumstances. Fisher Investments Canada can help you understand the challenges you face and make a monumental difference in your financial success in retirement.

To learn more about planning for your retirement, download our free guide: “The 15-Minute Retirement Plan”


About Fisher Investments Canada
Fisher Investments Canada is the trading name of Fisher Investments, an independent fee-only money management firm founded in 1979. Fisher Investments and its affiliates manage assets for over 175 large institutions and over 35,000 high-net-worth clients worldwide.* Fisher Investments’ Private Client Group provides customized investment solutions based on individual goals and long-term investment objectives. Fisher Investments’ Institutional Group oversees a number of global, non-US and US equity investments strategies for large corporations and government entities.

* As of March 31, 2017

Investing in stock markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid.

Past performance is not an indication of future performance.

Fisher Investments Canada is a business name of Fisher Asset Management, LLC. © 2017 Fisher Investments Canada. All rights reserved.

 

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