THIS WEEK: People often associate retirement with asset accumulation, but a strong personal balance sheet isn’t always enough to manage day-to-day expenses. For one couple in their late 70s, the challenge of paying off debt with limited retirement income was a disheartening obstacle. Our experts weigh in on the options available to handle this type of situation proactively and reactively, as well as how Kevin helped his members pay off their debt and gain peace of mind in retirement.
Plus! Sheena and Travis invite you to an upcoming live conversation with Yufei Man, Director of Asset Allocation and Investment Strategy at NEI Investments. If you’re wondering what the market outlook is for 2021 and beyond – and why people are now choosing Responsible Investments in over 60% of their portfolios – register at: https://wealthbeingmay2021.eventbrite.ca/
WealthBeing’s mini Money Problem episodes share a real financial challenge or question from our members, clients, or listeners – and the advice our experts provided to help. Learn from their experience and you’ll be prepared to make the best financial decisions for your pocketbook.
Do you have a Money Problem you’d like our help with? You can contact Kevin, Sheena and Travis with your question at email@example.com. We will get back to you with an answer.
Or visit any of our Island Savings, Envision Financial, or Valley First locations to talk with an advisor who will provide personal financial advice.