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6 Steps to Retirement Success

August 30, 2019/in Blog, Business Owners, Family, Investment, Retirees, rrsp, Tax Free Savings Account /by YF GROUP

 Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success.

  • Have a written plan which merges life priorities with financial resources.

  • Consolidate your income-producing assets with one advisor.

  • Layer different sources of income in the most efficient manner.

  • Structure income in order to preserve valuable tax credits and government benefits.

  • Create efficient cash flow by investing your income-producing assets wisely.

  • Implement efficient solutions for health-cost risks and wealth transfer strategies.

Talk to us about a complimentary comprehensive review of your retirement plan.

 

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Young Financial Group Inc.
Russ Young, CFP
Certified Financial Planner
Tel: (403) 910-3375
Email: admin@yfgroup.ca

4103A Centre St. NW
Calgary, Alberta
T2E 2Y6

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  • Tax Tips for Filing Your 2024 Income Tax ReturnMarch 31, 2025 - 5:23 am
  • Bank of Canada Announces Interest Rate Cut Amid Economic UncertaintyMarch 12, 2025 - 12:55 pm

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