Many entrepreneurs never really retire at all. There’s no need to slow down just because you’re getting older, but you might want to shift your focus. You could see the world, pursue a new hobby, or become an angel investor. But how will you fund your new lifestyle? Most of us underestimate the income we need to do the things we want. Start your retirement financial planning now so you’re one step ahead.
Questions to ask yourself
When you’re planning for a new stage in your life, it’s a good idea to start early, but there’s a lot to consider. First, ask yourself these three important questions:
What matters to me?
If you’ve built a successful career and you’re keen to stay busy, retirement can be about fulfilling your dreams or giving something back. Think about what makes you happiest. How do you want to spend your time? How could you focus more on the things and the people you care about?
How will I pass on my wealth?
It can be hard to find the right balance between enjoying your wealth now and setting some aside to pass on to your loved ones. What will your legacy be? How will you make sure wealth transfer happens in the way you want?
How can wealth management help?
Very simply, we help you put a plan in place for your future retirement. Think of it like a buffer that aims to cushion any financial shocks and helps you stay on track to meet your goals.
UBS can assist with a retirement plan if you have a minimum $2million CAD bankable assets. And when you choose UBS Wealth Management, you get a trusted partner who can guide your financial decisions for years to come.
Great investment advice doesn’t exist in a vacuum. Our service takes in to account all your financial needs, from wealth planning to investing. We call this your total wealth solution.
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The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.
UBS does not give tax advice and you should consult your independent tax adviser for specific advice before entering into or refraining from entering into any investment.