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HomeMy WebLinkAboutThe Citizen, 2016-02-11, Page 10RR 2 Bluevale
519-887-9248 Fax 519-887-9454
PAGE 10. THE CITIZEN, THURSDAY, FEBRUARY 11, 2016.
FINANCIAL 2016
Four catch-up tips as retirement approaches
Planning ahead
Everyone's retirement plan and planning timeline is different. For those who have fallen behind
for one reason or another, there are some ways to catch up. BMs photo)
MS — Today's young professionals
hear about the importance of saving
for retirement seemingly from the
moment they are hired. In addition
to discussions with human resources
personnel about employer-
sponsored retirement plans, young
professionals are learning about the
importance of saving for retirement
thanks to the abundance of financial -
planning advertisements.
Older workers may not have been
so lucky, and many may find
themselves trying to play catch-up
as retirement age draws closer.
While it's important to begin
saving for retirement as early as
possible, late bloomers whose
retirement dates are nearing can still
take steps to secure their financial
futures.
• Pay down debts: Eliminating
debt is good for men and women of
all ages, but especially so for those
nearing retirement. Substantial debt
may delay your retirement and can
greatly reduce your quality of life
during retirement. If you still have
substantial debt, eliminate that debt
before you start saving additional
money for retirement. Once your
debt slate has been wiped clean, you
can then increase your retirement
contributions.
• Eliminate unnecessary
expenses: If your retirement savings
are low (many financial advisors
now advise men and women that
they will need at least 60 percent of
their pre -retirement income each
year they are retired), start cutting
back on unnecessary expenses and
reallocate that money toward
retirement saving. Cutting out
luxury items, such as vacations to
exotic locales or country club
memberships, is one way to save
money. But don't overlook the
simpler ways to save, such as
canceling your cable subscription or
dining at home more often.
• Downsize your home: Many
empty nesters downsize their homes
as retirement nears, and doing so can
help you save a substantial amount
of money.
If the kids no longer live at home
or if you simply have more space
than you will need after retirement,
downsize to a smaller, less
expensive home. Monitor the real
estate market before you decide to
downsize so you can be sure to get
the best deal on your current home.
Downsizing saves on monthly utility
bills, property taxes and a host of
additional expenses.
• Take on some additional work:
While you may have long felt you
would slowly wind down in the
years immediately preceding
retirement, taking on some
additional work outside of your
current job is a great way to save
more for retirement and perhaps
even lay the foundation for a post-
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retirement career. Workers over the
age of 50 can be invaluable
resources to start-ups or other
businesses looking for executives
who have been there, done that.
Look for part-time jobs that seek
such experience. Even if the initial
jobs don't bowl you over financially,
part-time consultant work in
retirement can make up for lost
retirement savings and may even
make retirement more fulfilling.
Men and women on the verge of
retirement can take many steps to
grow their retirement savings and
make their golden years that much
more enjoyable.
#1 And We
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FINANCIAL
SERVICES
PEAK
PEAK Investment Services Inc.
Susan Alexander, CFP CLU CHS EPC
Doug Sholdice
472 Turnberry St.
PO Box 69 Brussels,
Ontario NOG 1H0
www.sholdicefinancial.com
Phone:
519-887-2662
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12 Courthouse Square, Goderich N7A 1 M3
Give us a call or stop in for rates on
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(We will pay the transfer fee charged to you by another
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519-524-277311-800-265-5503
abcinvestments@gicinvest.net
We're reminded again that Canada is a wonderful place to call `home';
a place where we can raise our families in a safe and secure community.
We're here to assist with your investment needs
and are only a phone call away.
P► Investment
is Planning Counsel"
Leonard (Len) Lobb CFP, FMA
410 James St., Clinton, Ontario
519-482-8887 (toll free) 877-502-8887
len.lobb@ipcsecurities.corn
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