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Planning for various stages of life, including retirement, can be overwhelming. Wes Ashton sat down with Ladan Shokrgozar to talk about the changing mindset around retirement and what that can look like for different individuals and families. Whereas prior generations may have enjoyed a handful of retirement years, Wes sees retirement years spanning as much as a third of an individual's life.
With more years to plan for, Wes touches on Oakwater’s 8-step process to help individuals assess the present and plan for the future. Both Wes and Ladan emphasize the importance of finding the right fit in a financial advisor and the importance of building trust.
*Any view or opinion expressed in this article are solely those of the Representative and do not necessarily represent those of Harbourfront Wealth Management Inc. The information contained herein was obtained from sources believed to be reliable, however accuracy is not guaranteed. The information transmitted is intended to provide general guidance on matters of interest for the personal use of the viewer, who accepts full responsibility for its use, and is not to be considered a definitive analysis of the law or factual situations of any individual or entity. Any asset classes featured in this article are for illustration purposes only and should not be viewed as a solicitation to buy or sell. Past performance does not necessarily predict future performance, and each asset class has its own risks. As such, this content should not be used as a substitute for consultation with a professional tax or legal expert, or professional advisors. Prior to making any decision or taking any action, you should consult with a licensed professional advisor.
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