{"id":2503,"date":"2023-06-15T20:00:46","date_gmt":"2023-06-15T20:00:46","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/themahrtinvestmentgroup-2\/?page_id=2503"},"modified":"2024-05-02T19:59:36","modified_gmt":"2024-05-02T19:59:36","slug":"retirement-planning","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/themahrtinvestmentgroup\/retirement-planning\/","title":{"rendered":"Retirement Planning"},"content":{"rendered":"\t\t
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Retirement
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\n\t\t\t\t\t\t\t\t\tWe understand that retirement planning is a delicate balance between enjoying the present and securing your future. Our mission is to equip you with the necessary tools, information, and strategies to conquer both aspects. From smart savings strategies to maximizing income streams, our expert team is dedicated to helping you build a solid foundation for a worry-free retirement.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Our Approach<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Retirement is a significant life milestone that requires thoughtful planning. At Mahrt Investment Group, we understand that retirement planning is not just about the future; it’s about balancing your present and future goals. We believe in taking a comprehensive approach that considers all aspects of your financial well-being.<\/p>

The first step in creating a retirement plan is to outline your goals for retirement. However, we recognize that your goals for the future should not come at the expense of your goals for today. That’s why we take the time to understand your unique aspirations, both short-term and long-term, and build a savings and investment strategy that aligns with each.<\/p>

In retirement planning, we typically focus on two distinct phases: accumulation and decumulation.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Accumulation Phase<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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During the accumulation phase, our primary focus is on strategically building your retirement savings through proactive savings strategies, including contributions to your FHSA, TFSA, and RRSP. We recognize that this phase of life is characterized by significant milestones, such as home ownership, marriage, children, and entrepreneurship, which may impact your financial priorities. Working together, we will create a personalized savings strategy that aligns with your income, expenses, and risk tolerance. By exploring investment options with growth potential and effective risk management, we will provide guidance to help you make well-informed decisions and steadily increase your retirement savings over time. Our comprehensive approach aims to ensure that you can build your retirement fund while also enjoying the journey and achieving your current financial goals.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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What you may be thinking<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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