Preparing for Retirement

I’M ABOUT TO RETIRE, WHAT DO I NEED TO DO?

Preparing for Retirement

Who

  • Age 55 to 64
  • Preparing for retirement
  • May have adult children
  • Increased Net Worth

Priorities

  • Almost done paying mortgage
  • Little to no debt
  • Retirement savings is top priority
  • Staying on budget
  • Reducing income tax
  • Taking care of the “What-ifs?”
    • Critical Illness
    • Premature Death
  • Make a will
  • Consider powers of attorneys
  • Making sure health insurance is adequate

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