From Hero to Zero: Non-Financial Retirement Planning

Ottawa Business Journal
July 15, 2024.

Joelle Hall, Portfolio Manager, Wealth Advisor at Richardson Wealth writes that having a “successful” retirement depends on envisioning and planning for it.

“A successful retirement, therefore, requires some planning not only for the financial aspects but for the non-financial aspects. Further, planning or envisioning your retirement lifestyle can, not only, help improve the odds of achieving successful retirement but also better budgeting for that retirement…”

Related articles

2024

Why some advisors are turning to alternatives in tricky bond environment

October 24, 2024 - Diana Orlic discusses how the alternative credit space can generate consistent returns amid inflation and interest rate uncertainty.

1 minute read

2024

How this advisor learned balance

October 24, 2024 - How did Tiffany Harding’s journey to financial independence shape her career? She shares her story in Globe Advisor’s Behind the Advice.

1 minute read

2024

Financial planning for the sandwich generation

October 18, 2024 - Lynn MacNeil & Diana Orlic stress setting clear boundaries around time and money for women in the sandwich generation. Learn their…

1 minute read