Retirement Planning

Estate Planning: Power of Attorney

In my three-part Estate Planning series with lawyer, Elizabeth Williamson of Williamson Law, we cover the Last Will and Testament, Power of Attorney and the Health Care Directive.

In this video, Elizabeth explains what is a Power of Attorney; what they can and cannot do, and whether or not everyone needs one.

Estate Planning: Your Last Will and Testament

In my three-part Estate Planning series with lawyer, Elizabeth Williamson of Williamson Law, we cover the Last Will and Testament, Power of Attorney and the Health Care Directive.

In this video, Elizabeth focuses on the Will, a very important document required as part of your Estate Planning. Do you have one? If you do have a will how current is it? Does it need some updating?

She explains the importance of having a Will, what we need to create a Will, and different scenarios that could impact your last wishes.

Support your retiring employees

Support your retiring employees

Do you have employees nearing retirement?

Fears related to change and feelings of uncertainty about the future can make the anticipation of retirement stressful.

As a strategic advisor specializing in life-transitions, with a focus on retirement, I work with individuals to create a purpose-driven retirement lifestyle plan. My clients see positive transformation in their lives as a result of the work.

Free Masterclass - 10 Most Common Fears About Retirement

Are you excited for retirement but have a few fears and concerns? Many people think that retirement is just about getting ready financially. Although many pre-retirees are concerned about their finances, money isn’t the only thing on their minds.

Whether it’s missing the comfort of a schedule, dealing with the loss of work relationships or losing a sense of purpose, it’s common for people approaching retirement to experience a wide range of worries.

Psychological and emotional factors (aka the non-financial stuff) plays a BIG role in a successful retirement. In fact, research has shown that almost half of people entering retirement struggle with the transition into their post-career life.

But it’s not all doom and gloom! You can decrease your concerns and apprehension about retirement by preparing yourself psychologically.

Start by signing up for my free masterclass - 10 Most Common Fears About Retirement - where you’ll learn about these common fears and get tips on how to overcome them.

I want you to be excited about your retirement. Together, let’s start planning for yours!

How to Cope with Identity Crisis in Retirement

If your career has become something that you identify with very strongly, then you may face the very real challenge of identity-crisis in retirement.

You may have built up, over the years, a position of power and respect in your vocation or place of work - perhaps you even received public attention for your achievements. If so, moving into retirement may feel like a big letting go of something that defines you. These are big feelings that are valid and important to talk about.

Five perks of downsizing in retirement

Five perks of downsizing in retirement

There’s no right or wrong answer when it comes to whether or not to downsize to a smaller home in retirement. Each person’s situation is unique, and each person must weigh the pros and cons of their own situation. 🏡

If you have concluded that selling the big family home and downsizing is the right path for you, then here are some perks you can look forward to!

Sun Life study releases current state of retirement finances

A Sun Life Financial Inc. survey released today found that many Canadians don’t seem to be financially prepared for retirement. In fact, almost half of working Canadians (44 per cent) expect they’ll still be employed full-time at age 66.

Read more: https://lnkd.in/e36P5nN

Loss of identity in retirement

Loss of identity in retirement

Looking ahead to retirement can be a wonderful and exciting thing! The beginning of a new chapter!

But if your social status or power position has always come from your work, retirement may feel like a huge loss of identity and life-structure...

If this resonates with how you’re feeling, here’s a couple of tips for you!

CBC's The Stats of Life on Retirement

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CBC's The Stats of Life did an interesting episode on retirement.

We meet a 72-year-old widow who placed ads seeking like-minded women to form an "intentional community"; an 82-year-old woman who wants to do even more volunteering despite her failing eyesight; and a couple in their 60s who have planned every aspect of their retirement have one more thing to do - talk to their children about their end of life plans.

I would love to hear your thoughts on this episode.

https://tinyurl.com/y2vgyy3v

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