Edward Jones
1100 Davis Drive, Unit 8 L3Y 8W8 Newmarket, ON, Canada
Category
General Information
Locality: Newmarket, Ontario
Phone: +1 905-830-3690
Address: 1100 Davis Drive, Unit 8 L3Y 8W8 Newmarket, ON, Canada
Website: www.edwardjones.com/jim-anderson2
Likes: 15
Reviews
Facebook Blog
Have you seen our retirement savings calculator? This is an easy and quick way to calculate how much you should be putting away each month now so that your future self can live comfortably. Check it out! [EDJ2021]
Let's partner together. I will work with you to understand your needs and goals. Remember you don't have to do it alone. Let's talk. [EDJ2021]
Have you ever asked yourself if your money will last throughout the duration of your retirement? You may feel more confident about your answer if we work together to prepare a savings strategy that works for you. This way, you can feel more in control and get the answers to all your what if and how to questions. {EDJ2021]
Find out what's happening in the markets with our latest financial market update.[EDJ2021]
In order to help make your retirement savings last for the long-haul, be flexible when withdrawing from your funds. For example, take only what you need when you need it and leave the rest in the account. I can help. [EDJ2021]
Your budget during retirement should account for unforeseen risks, such as unexpected health care costs, market declines, inflation and even your overall life expectancy. I can help you prepare for different scenarios so you can feel confident when whatever happens happens. [EDJ2021]
Find out what's happening in the markets with our latest financial market update. [EDJ2021]
Try not to let unexpected events or risks stop you from living your best life. I can work with you to stress test your strategy and build in ways to help you ensure your strategy stays on track. [EDJ2021]
Preparing for emergencies and considering your insurance options are an important part of any financial strategy. Our general guidance is that individuals nearing retirement should have three to six months of living expenses in emergency cash. This recommendation is a general guideline you may need more or less, depending on factors such as your job security and access to outside credit sources. Let’s work together to better you prepare for those unexpected situations. [EDJ2021]
This doesn't have to be an either/or proposition. Almost everyone juggles more than one savings or investing goal. Take it one step at a time and strike the right balance between priorities and trade-offs. [EDJ2021]
Have you opened an RRSP, either for yourself or for an adult dependent? RRSPs are the backbone of a good retirement savings strategy and allow for tax-deferred growth and income up until the funds are withdrawn or is deregistered. [EDJ2021]
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