Mature Families

THE KIDS ARE OUT OF THE HOUSE, WHAT DO I NEED TO DO?

Mature Families

Who

  • Age 45 to 54
  • Established in career
  • May have older children
  • May be in peak earning years

Priorities

  • Paying off mortgage
  • Reduce all debts
  • Saving for retirement
  • Staying on budget
  • Reducing income tax
  • Taking care of the “What-ifs?”
    • Disability
    • Critical Illness
    • Premature Death
  • Make a will
  • Consider powers of attorneys

LEARN MORE

Latest News

British Columbia Training and Education Savings Grant Information

Jul 19, 2018

Families in British Columbia are encouraged to start planning and saving early for their children’s post-secondary education or training programs. To help, the B.C. Government will contribute $1,200 to eligible children through the B.C. Training and Education Savings Grant (BCTESG).

2018 Financial Calendar

Jun 05, 2018

Financial Calendar for 2018 - All the deadlines you need to know to maximize your benefits!

Life Stages