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Five Mistakes to Avoid in Your First Year of Retirement

Retirement brings the freedom to choose how to spend your money and time, however, choices made in the initial rush of excitement could create problems in future. This article was created in the USA, so where you see "social security", in Canada, there are two main public pension programs: CPP & OAS (eligibility varies for both).

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As wealth grows, financial priorities often become more complex.

Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.

What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income

September is Life Insurance Awareness Month — a great time to understand how the right coverage can support the people who depend on you.

Whether you’re just getting started or reviewing an existing plan, clarity matters. Let’s connect to explore options that fit your needs. https://advisor.sunlife.ca/david.yetman/

#LifeInsurance #LifeInsuranceAwarenessMonth

Estate planning isn't just about money, it's about legacy. Have you thought about how your assets will be managed and distributed? Let's create a strategy that reflects your values and protects what matters most.

Ready to get started? Reach out to discuss your estate plan today. https://advisor.sunlife.ca/david.yetman/

Running a business means wearing many hats and proper planning shouldn’t be overlooked. From protecting your income to planning your exit, a thoughtful financial roadmap can help support every stage of your journey.

Saving is just one part of the retirement equation. Having a strategy to turn those savings into reliable income can help you maintain your lifestyle over time. Let’s map out a clear path to your dream retirement. https://advisor.sunlife.ca/david.yetman/

Life can be unpredictable. The right protection can help you stay financially secure when it matters most. Insurance can play a key role in supporting your overall financial approach. Let’s review your coverage and make sure it fits your needs. https://advisor.sunlife.ca/david.yetman/

You’ve built significant wealth. Now it’s about making it last. With the right approach, you can help reduce tax impacts, protect your estate and create a legacy that supports the people and causes you care about. Let’s build a strategy that helps you move into retirement with clarity and confidence. Book a conversation to start shaping your legacy. https://advisor.sunlife.ca/david.yetman/

When your finances are complex, an intentional strategy can be helpful. Coordinating taxes, investments and protection can help you preserve what you’ve built — and make it easier to pass on. Transferring wealth can be about more than assets; it’s about values, fairness, and protecting the people you care about. With the right planning, you can help reduce friction, manage tax impacts and keep your legacy aligned with your wishes. Let’s talk about a strategy that works best for your family and future. https://advisor.sunlife.ca/david.yetman/

This Seniors Month, let's talk about staying safe. Grandparent scams are targeting our older adults. Awareness is your best defense.

How It Works:
Scammers call claiming to be a grandchild in legal trouble, asking for urgent money via wire transfer, crypto or gift cards. They pressure you to keep it secret.

Don't Fall for It:
• Hang up and verify – Call your grandchild directly to confirm the story
• Ask questions – If they say "It's me," ask which grandchild is calling
• Set a family password – Agree on a code word for real emergencies
• Never rush – Legitimate agencies don't send couriers for cash payments
• Never send money - Lawyers and police don't collect money this way

If something feels off, it probably is. Trust your instincts and reach out to family or authorities. Stay informed. Stay safe. Protect what matters.

Growing your family is exciting but can also be expensive. Balancing today's costs (activities, childcare, diapers) with tomorrow's goals (education, experiences, retirement) takes planning. Ready to create a strategy that works for your family? Get in touch. https://advisor.sunlife.ca/david.yetman/

How To Make This Popular Retirement Strategy Work

“Hope is not a strategy.” I’m reminded of this saying when reading the 2026 Retirement Confidence Survey, recently released by the Employee Benefit Research Institute (EBRI).

https://advisor.sunlife.ca/david.yetman/

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The New 65: Why the Healthiest Retirees Are Planning for 30 More Years

Planning to live to 95? Why your retirement strategy needs a 'healthspan' reset.https://advisor.sunlife.ca/david.yetman/

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Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact.

Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy

Start planning today for a seamless transition tomorrow. Get in touch. https://advisor.sunlife.ca/david.yetman

What is the average retirement income in Canada?

Need content to better understand the financial landscape? I have valuable resources for you.
https://www.fidelity.ca/en/insights/articles/what-is-the-average-retirement-income-in-canada/

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

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Did you know that payout annuities can help provide financial predictability in retirement?

Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning

Discover how guaranteed income streams can complement retirement portfolios and provide stability. Let’s chat! https://advisor.sunlife.ca/david.yetman

As of this week, I have been in the financial services industry for 26 years. It hasn't been an easy ride, but it has been a great one. Thank-you to everyone who has contributed in making it so.

The RESP – Who really owns it?

Need content to better understand the financial landscape? I have valuable resources for you.

https://www.invesco.com/ca/en/insights/the-resp-who-really-owns-it.html

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

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Life changes, goals evolve and your estate plan should too.

Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.

Ready to review your plan? Reach out today. https://advisor.sunlife.ca/david.yetman

When the whole team accidentally colour coordinates, it's a great time to take a picture and wish everyone a Merry Christmas!

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