Early Retirement > Retirement Packages
Is My Retirement Package Enough to Support Me?
Early retirement is rarely planned far in advance. Most working professionals give little thought to the idea until they are presented with a package from their employer.
At this point, the challenge is not only to come up with a clear vision for retirement and how you want to spend it, but also to determine how this package will support that vision over time. Our process helps you define your ideal lifestyle and clarify the steps needed to maintain it throughout your retirement.
This often involves:
☑ Balancing payouts, pensions, CPP, OAS, and investment income to meet cash flow needs
☑ Developing an investment, tax and preservation strategy around your initial payout