7 Key Things Successful Retirees Do To Maximize Their Retirement Income

People who are financially secure in their retirement don’t get there by accident; it’s the result of a number of good decisions they made in their past. Without further preamble, I present:


  1. They define their goals and objectives, so they can formulate a strategy to achieve them.
  2. When they have a plan, they take action and implement it.
  3. They understand their investment strategy and the role of fixed income/equity investments.
  4. They understand taxation rules and how they can impact their financial progress, both favorably and unfavorably.
  5. They make efficient use of our sources of retirement income.
  6. They believe time is their most valuable asset so they take action.
  7. They work with a qualified professional to establish, implement and monitor their financial strategies over the long term.

If you would like to increase the probability of achieving your life goals and objectives, then do yourself a favour and make a date with a CFP® who is planning focused, not product driven. Success is simply following a repeatable sequence of predictable actions that can change a known undesirable condition into a predictable, more desirable one.

Our goal is to make sure we address our clients most pressing concerns and to make certain that we do not overlook the details when it comes to your big picture thinking!

Until next time, continue to live for today, but plan for tomorrow!




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Aaron Fransen   CFP® , CHS, CPCA   |   CERTIFIED FINANCIAL PLANNER®, Investment Advisor   |   Suite 203 - 15350 34th Avenue, South Surrey, BC V3S 0X7   |   Tel: 604.531.0022