The Schultz Group - ScotiaMcLeod Peterborough - retirement planning

By: The Schultz Group  09-12-2011
Keywords: retirement planning

Retirement means different things to different people. For some people, retirement means having the financial flexibility to do as they please without worrying about their finances. For others, it means sitting back and doing all the things that they've always wanted to do but never had the time to do. However you envision your retirement, the best way to ensure that you reach your goals is to have a retirement plan.

The process of retirement planning is relatively straightforward. Ideally, you want to make sure that you have enough income and assets to live the kind of lifestyle that you want.

What makes retirement planning more difficult is determining what that lifestyle will look like and then dealing with the many variables that go into the process and the pace with which they change.

How Much DO I Need? Is one of the most frequently asked questions when planning for Retirement. 

To help you answer this important question, The Schultz Group offers a Retirement Planning Handbook designed to provide an overview of the retirement planning process and the steps you can take to make sure you have done everything you can to plan for your retirement years.

Topics covered include the retirement planning process, retirement income sources, planning strategies, and many other retirement issues. For more information please


The information contained on this website is for use by persons resident in Canada only.

Keywords: retirement planning

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The Schultz Group - ScotiaMcLeod Peterborough - financial planning

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Over time, we work with them to implement strategies to take care of their investment, income and asset protection, will and estate planning, banking, and borrowing needs. To bring our clients' long-term goals closer, we help them analyze their current financial situation and create a consolidated, cohesive financial strategy.