Quarterly Newsletter: Envision your retirement

Retirement lifestyle and retirement goals.

Summer is here, a season to relax and enjoy the warm weather. We hope you and your family have a pleasant couple of months and enjoy your time together.

We’re pleased to provide you with the latest issue of our newsletter, covering a variety of financial topics – from home ownership and wealth planning to investing and retirement planning. Here are some highlights:

• Do you ever daydream about retirement? Find out on page 1 why those daydreams are actually a valuable wealth planning exercise.
• There’s a belief that a person’s tolerance to risk is a personality trait that doesn’t change. Read the page 2 article to see if that holds true for investing.
• Many people think an expected inheritance will help support their future lifestyle. An article on page 4 explains why they should think twice.

Here is the Summer edition of our quarterly newsletter, including these useful articles:

Quarterly-News-Letter-Summer-2023-1

Do you have a child or grandchild who will want to buy a home? See the article on page 3 about the new First Home Savings Account (FHSA).

Have any questions? Reach out to us.