How to prepare for a happy retirement

Is planning for retirement only about money, or is there more to building a successful future?


Planning for a happy retirement is not only a question of money.

There are other factors to consider. Wes Moss, financial planner, podcaster, and author of You Can Retire Sooner Than You Think, talks about what makes a happy retirement.

Retirement is not only about leaving the daily grind of going to work -- it should be a time for doing what you have always dreamed of, but were unable to do during your working years.

A happy retirement takes into consideration factors other than the size of your bank account. Listen to find out what else you need for an enjoyable retirement.

Have you recently received a letter from your U.S. brokerage firm asking you to transfer out your account? What should you do? Douglas Goldstein, CFP, of Profile Investment Services, Ltd. explains the steps you can take if you need to end your existing brokerage relationship.

Don'’t miss the free download of a toolkit that can guide you through the process of managing your U.S. accounts from overseas.

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