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Blog Expert Retirement Planning in Calgary

January 01, 2023

Retirement planning, as seen through the lens of Three60, is not just about financial security; it’s about crafting the future you desire. It’s the art of mapping out your golden years, ensuring you have the resources to live comfortably, pursue your passions, and cherish the moments that truly matter.

Why is retirement planning important? It’s the compass guiding you through the vast sea of life. Without it, you risk drifting aimlessly or even running aground financially. Three60 recognizes the significance of retirement planning in achieving a fulfilling life beyond your working years.

However, retirement planning isn’t synonymous with investment planning. While investments play a crucial role, retirement planning encompasses a broader spectrum. It involves setting clear goals, estimating future expenses, factoring in potential healthcare costs, and considering lifestyle preferences. Three60 believes in holistic planning, encompassing not only financial assets but also emotional well-being, health, and leisure activities.

The key difference is that retirement planning paints the entire picture. It’s about creating a personalized roadmap to reach your desired destination, ensuring that when you retire, you’re not just financially secure, but also living the life you’ve always dreamed of. With Three60’s approach, it becomes a journey of self-discovery and fulfillment, helping you navigate the uncharted waters of your golden years with confidence.

If you have questions about your planning, the advisors at Three60 Wealth can help. Our team of Calgary-based wealth and estate planners can integrate its vast experience and network to create a customized plan for you, your family and your business.

For a truly different financial planning experience, contact our office online or at 403-640-4414 to schedule an introduction meeting.

Authored by: Jason Nagel, Director of Advanced Planning at Three60 Wealth