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
Tax Planning Tips for End of 2018
Now that we are nearing year end, it’s a good time to review your finances. 2018 saw a number of major changes to tax legislation come in force and more will apply in 2019, therefore you should consider available opportunities and planning strategies prior to year-end.
Why You Should Consider Critical Illness Insurance
There are no perfect answers in the area of your personal finances, but if you are looking for an option that has the potential to offer you a real sense of peace of mind to secure the financial future of you and your family, critical illness insurance is certainly an interesting avenue to explore.
Life Insurance and the Capital Dividend Account
Many business owners are unaware that corporate owned life insurance combined with the Capital Dividend Account (CDA) provides an opportunity to distribute corporate surplus on the death of a shareholder to the surviving shareholders or family members tax-free.