- Investing as though you are still working
- Not guaranteeing your basic income needs
- Not protecting yourself and your nest egg from significant market drops
- Not paying attention to ALL of your portfolio costs
- Not knowing how to avoid paying tax on investment income
- Not knowing how much liquidity you actually need in retirement
Call us at 1.866.697.5800 or 514.6975800 to let us show you how we can help.
