Retirees

I’M RETIRED, WHAT DO I NEED TO DO?

Retirees

Who

Priorities

Who

Age 65 and over
Increased Net Worth
No longer working or working part time

Priorities

Mortgage is paid off
Little to no debt
Review pension arrangements
Staying on budget (Download our app!)
Living off savings
Reducing income tax
Taking care of the “What-ifs?”
- Long Term Care
- Premature Death
Make a will
Consider powers of attorneys
Making sure health insurance is adequate
Estate Planning

Learn More

Latest News

Update on Taxation Changes Affecting Private Corporations

Owners of private corporations should be concerned about proposed tax changes being explored by the Department of Finance. In the Federal Budget of March 2017, Finance expressed their concern that private corporations were being used by high income Canadians to…

Why have a will when you have beneficiaries?

You give up some control when you just have beneficiaries and no will by Ed Olkovich for MoneySense magazine Q: I am married. I have RRIF and LIRA and my spouse has RRSPs. We have joint cashable accounts too. We have appointed each…

Budgeting

If you’ve made a resolution to be more disciplined with your spending, or you’ve overspent over the holidays, a budget is a good way to get back on track. Here’s a good article from Practical Money Skills that you might…