1. 5082 POINTS
    J Paul Wilson CFP, CHFCPRO
    Certified Financial Planner, JPW Insurance Retirement Investments, Halifax, Nova Scotia, Canada
    With financial planing, determining your objectives is the first step. Retirement planning is no different, it is a two part process. First you need to decide what a successful retirement would look like for you and then you need to plan how to fund it.

    What do you want to do in retirement? Spend some time discussing this and writing down your objectives. One you have an outline, you can work with a financial planner to design a plan to accomplish your objectives.

    There is more information on retirement planning on my website www.jpw.ca

    If you have further questions, or feel that I could be of assistance, please do not hesitate to contact me.

    If you would like to work with a local Retirement Planner, you could start with a Google search. For example if you search for: retirement planner Halifax or retirement planning Halifax, my name along with several others will come up. You can use the same method to find Retirement Planners in your community.

    Answered on May 1, 2014
  2. 1866 POINTS
    Paul RothPRO
    Senior Commercial and Annuity Specialist, Freedom Brokers, Marion, Carbondale, Harrisburg IL
    The absolute first thing to do to plan for a retirement is to objectively figure out what you have now. If you don't know where you are, you have no real direction on where you are going to go. The second thing to do is realize you are not a professional, so don't try it alone. Third, look for a fiduciary financial advisor. Great article in US news here, explaining the difference. http://money.usnews.com/money/blogs/the-smarter-mutual-fund-investor/2015/03/19/is-your-financial-advisor-a-fiduciary -Fourth once you know the difference, find a fiduciary financial advisor you like and trust in your area. If you made it through these four steps, you will be on your way.
    Answered on August 1, 2016
  3. Did you find these answers helpful?
    Yes
    No
    Go!

Add Your Answer To This Question

You must be logged in to add your answer.


<< Previous Question
Questions Home
Next Question >>