Preparing for Retirement
Preparing for Retirement
Who's this for?
- Age 55 to 64
- Preparing for retirement
- May have adult children
- Increased Net Worth
Benefits
- Almost done paying mortgage
- Little to no debt
- Retirement savings is top priority (Download our app to see if you’re on track)
- Staying on budget (Download our app!)
- 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
Latest News
2019 Federal Budget
The 2019 budget is titled “Investing in the Middle Class. Here are the highlights from the 2019 Federal Budget.
Tax Lines to Look Out for 2018 Income Tax Year
An outline of the key lines to look out for in the 2018 Income Tax Year.
2019 Tax Calculator
Calculate your combined Provincial and Federal Tax in your Province