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Planning for Retirement

Make Your Retirement Dreams Come True

Dreams remain only dreams without a solid plan for retirement income. If you're in the early stages of retirement planning, there are some important questions and options you should consider. If you're nearing retirement or are already retired and embarking on a new career or new experiences, you want to make sure your investment plan can be sustained throughout your retirement years.

Mathisen Financial, Inc. can help you achieve many of your retirement goals. Here are some points to ponder when considering your retirement needs.

Can you afford to retire?
What do you want to accomplish?
Planning retirement.


Who Wants To Be A Millionaire?

Well..., everybody!!
But are you being realistic? You have to consider how much time you have left before you retire, how much you've invested so far, and how much you can afford to invest each year until retirement. Interest rates also need to be considered.

If you have a certain retirement goal in mind, try our retirement calculator to see how much you need to put aside to reach that goal.



Can you afford to retire?

A comfortable retirement is a major goal shared by most Canadians, but the reality is that few of us are adequately prepared.

Consider the Facts

  • Less that 30% of Canadians belong to a company sponsored pension plan.
  • Less than 60% of Canadians have a Registered Retirement Savings Plan (RRSP).
  • With life expectancy on the rise, many Canadians will live well into their 80s. That means your retirement savings may need to last 20 years or more.


What do you want to accomplish?

While you're living... Tax-advantaged growth. Liquidity for emergencies and opportunities. Financially independent retirement.

Upon your death... Minimal death taxes and final expenses. Maximum estate passed to heirs. Financially sound family and business.


Planning for retirement.

To achieve a financially comfortable retirement:

  • You need your assets to grow.
  • You need to build a financial nest egg.
  • You need to pay yourself first by diverting a regular percentage of earnings to your retirement fund.

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Mathisen Financial, Inc.
335 Redberry Road
Saskatoon, Saskatchewan S7K 4W5
Bus. (306) 242-7042 Fax. (306) 242-4314