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Nearing Retirement? Learn About Retirement Investment Strategies

Fisher Investments Canada believes your retirement goals, needs and time horizon are important factors in developing an appropriate retirement investment strategy. You might look forward to your retirement date—even have it circled on the calendar—but it does little more than divide your working years from retirement relaxation. And if you don’t develop a successful investment strategy for retirement now, your retirement might not be that relaxing.

Our investment professionals will work with you to gather the following information:

  • How long will you need your retirement investments to work? People now are living longer than their parents, and your retirement investments need to last longer than ever before.
  • How’s your health? Age alone doesn’t determine a time horizon for your retirement savings. The healthier you are, the longer you’ll need your retirement investments to last, and the more important it is to have a great retirement investment strategy.
  • Do you have other financial goals in retirement? Want to travel? Leave an inheritance? Provide financial security for your children? Any of these can impact how long your retirement investments will need to last.
  • How long have you been saving? Regardless of whether you started investing for retirement when you were young or if you’re playing catch-up now, we can help develop a retirement strategy for you.
  • Have you accounted for inflation? Historically, inflation increases about 3% each year,* and you need to factor that into retirement.
  • What does your lifestyle cost? Think about what you’d like to do during your retirement years, and whether those activities have associated costs.

No matter your situation, our guide, the "15-Minute Retirement Plan" can help you begin the process of developing a retirement investment strategy that is suited to your individual goals and financial situation. To learn more, call us at (888) 291-0675.

*Source: Global Financial Data, Inc., as of 01/21/2014. Based on US BLS Consumer Price Index from 1925-2013 (2.96%).

Investing in stock markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance neither guarantees nor reliably indicates future performance. Fisher Asset Management, LLC does business in all provinces of Canada as Fisher Investments Canada, except in Ontario and Newfoundland and Labrador, where it continues to do business as Fisher Asset Management, LLC.