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

Twelve key documents you need to gather

By Brenda Spiering, Editor,BrighterLife.ca Can you imagine what would happen if you died and your beneficiaries didn’t know where to find your will? Or your money? It happens all the time according to Jim Yih, author of the personal finance…

Is it Time for your Insurance Audit?

Has it been awhile since you last looked at your insurance portfolio? Are you a little sketchy in your recollection of all the coverage you have and why you have it? Are you uncertain as to whether or not your…

Weather the dead of winter with healthy eating

By Anne Levy-Ward, BrighterLife.ca Rejoice — it’s officially “the dead of winter.” That’s what weatherman David Phillips says we should do at this time of year when Canadian temperatures reach their absolute bottom before starting their long climb back up. “This…