The Retirement Dilemma: Part 2

Posted on January 29th, 2025 in Budgeting, E-Newletters, Education Planning, Estate Planning, Financial Prosperity Series, Insurance, Investing, Lending, Life Events, Retirement, Tax

In retirement, most people aim for financial security—but rising costs can make that harder than expected. Let’s talk about it. Many seniors prefer to invest in “safe” options, but here’s the reality: your expenses don’t stay the same. Costs like hydro bills, property taxes, and healthcare typically climb year after year. So, what’s the plan? Either spend less, dip deeper into your savings, or find a balance between the two.