More wealth does not always equal more optimism for long-term financial well-being. Saving enough for long-term goals like retirement and preserving wealth to pass down to the next generation, while managing an increasing cost of living and other more immediate expenses and needs, can be challenging, but long-term planning can help.

The Bird Elinesky Schuett Private Wealth Management team includes a dedicated financial planner who creates personalized financial plans for our clients.  It's not an 'out-of-the-box' plan that is created by simply clicking yes/no to survey questions. We dig deep to find out what matters most to you and build a plan to help you achieve your goals. In addition, your plan is not created once and then shelved, it's constantly evolving as your life and priorities change.

Retirement without a plan is like taking a long road trip without your GPS - You'll end up somewhere, but it may not be where you wanted to go. 

 

Read the full article "Long-term planning can help allay Canadian investors’ concerns for the future" online: https://www.rbcwealthmanagement.com/ca/en/research-insights/long-term-planning-can-help-allay-canadian-investors-concerns-for-the-future/detail/