Retirement

Retirement The word retirement means 100 different things to 100 different people. This word is as unique as you and deserves the same attention. For some it is a time of joy, for others, it is a means to an end. Some of us don't want to retire, while others are scratching at retirement’s door to let them in.

You may want to live in your current home to the end of time, retire at the cottage on the lake, or travel abroad seeing sights. Retiring is a milestone in ANY life. You should be happy and excited about this new phase of your life and Rubbix is there for you! We analyze many aspects of your retirement phase including asking the right questions, such as "Is an annuity the best option? What about automatic withdrawals? What about the taxes? What about my spouse? What about my estate? What about my pension?" And the biggest question of all. "Do I have enough to retire?"

Your retirement should be surrounded with the proper investments, tax, and estate structures. We explore many options about your specific retirement situation and assist you to live as stress-free as possible. You have worked hard your entire life, let us do the hard work, we have you covered.

If you are about to retire with a pension or know someone who is, there are many steps to take and questions to ask to get the most out of your pension!