.png)
Planning your Financial Future
Don and Mitch Fox of Fox Group Private Wealth Management have been guiding clients through the complexities of financial planning for over 35 years. With their decades of experience, they offer practical advice on everything from budgeting and saving to investment strategies and retirement planning. Their down-to-earth approach helps you tackle today's financial challenges with confidence. Don often says, "A comprehensive financial plan is the foundation of financial success." Join them weekly as they share real-life stories and provide expert insights to help you achieve your financial goals.
This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Don & Mitch Fox are solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Advisor.
Investors Group Financial Services Inc.
Planning your Financial Future
March 1, 2025 - RSP Strategies / Rebalancing Portfolios / Safeguarding from Scams
From managing debt to growing your investments, Don & Mitch Fox cover a wide range of topics to help you achieve your financial goals.
This week’s topics:
- Don & Mitch discuss the evolution of retirement savings programs (RSPs) and the shift in investment strategies.
- The importance of rebalancing portfolios annually to maintain a comfortable risk level, particularly during retirement when volatility can impact withdrawals.
- The crucial role financial planners play in safeguarding clients from increasingly sophisticated scams.
This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Don & Mitch Fox are solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Advisor. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.
Investors Group Financial Services Inc.
