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"We have found that even with very wealthy individuals they are nervous about outliving their money. A big part of our job is to provide our clients with the facts about their future, and in many cases to reassure them that their focus shouldn't be to save money, but to enjoy life." said Ted Rechtshaffen, President and CEO of TriDelta Financial Partners.
"When you know that you will never outlive your money, tremendous new opportunities arise around the extra funds available. There are often tax savings of hundreds of thousands of dollars over a lifetime, potential charitable contributions, and an ability to grow your estate in order to leave a legacy to future generations and causes." said Asher Tward, VP Estate Planning for TriDelta Insurance Solutions.
Several studies have suggested that women in particular, have fears of outliving their money and living as "bag ladies" -- even in cases where they are in great financial shape.
TriDelta Financial Partners is a http://www.tridelta.ca [financial planning firm__title__financial planning toronto located in Toronto, Canada whose http://www.tridelta.ca/our_financial_planners.php [financial planner and financial advisor specialists__title__financial advisor toronto offer investment, mortgages, insurance, retirement planning and estate planning solutions to Canadians.
TriDelta Financial Partners work on a fee basis and have access to the entire market for the best combination of products, ensuring that clients receive optimized financial planning and http://www.tridelta.ca/investment_management.php [investment advisor management__title__investment advisor toronto solutions to maximize their financial wealth and achieve financial peace of mind.
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