Retirement Planning for Gen Xers: Build Wealth and Retire Happy

Family financial planning: focusing on your short-term and long-term financial goals. Are you a Gen Xer? Not quite a baby boomer, but too, ahem, mature to be a millennial? If you are in your 40s to mid-50s, your family financial planning has probably been on a wild ride lately. You may be wondering if you’ll ever get to retire with any wealth left to spend.

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Retirement Planning for Baby Boomers: Getting Ready to Retire Comfortably

Are you a baby boomer with retirement planning on your mind? If you’re among the surge of citizens born in a large urban center like Toronto and across North America during the 20ish years after World War II, you may be noticing a different sort of booming sound lately. Search the Internet for “Retirement Planning Toronto” and you’re likely to see a lot of fear out there, along with plenty of headline-grabbing stats on how ill-prepared many boomers are to retire. Following are some of the most frequent topics of conversation I’ve found key to achieving your short- and long-term financial goals in retirement.

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Thinking of Selling Your Business? Keep the Most Money and Minimize Taxes

You worked hard to build your business and the corporate assets that it has accumulated. If you plan to sell your business, even if it is 10 years from now, start working now to build a team of experts. You can better protect your financial interests and ensure you leverage all possible corporate financial avenues and tax strategies to retain your business’ value and support your (and your family’s) short-term and long-term financial goals.

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