PREPARING FOR RETIREMENT
Financial freedom has been a shiny, vague dream, but now it's around the corner. There are many new moving parts to acquaint yourself with, including government pensions, associated taxes, and how those interact with your investment accounts.
You're heading towards a 180° turn: from putting away money to collecting and using it. Now is the time to buckle down, make sure we have achieved all your goals, and fine-tune your plan to transition into retirement seamlessly.