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Establish Your Financial Planning Goals and Objectives

You may have many financial goals spanning different time horizons. Most people looking at this site have as their primary goal “Retire comfortably”.

These are some other goals:

We are going to concentrate here on the goal “Retire Comfortably”.

What does that mean? For many, it means having as much cash coming in on a monthly basis after retirement as before. Some people like the idea of having a sum of money or investments that could be converted to money, a short-term reserve, “just in case”. Most people just want to be “on top of the pyramid”. See below:

The pyramid of financial planning success.  67% didn't plan to fail, they failed to planout of 100 people 65 years ago

Source: taxation statistices - revenue canada

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