Retirees
Retirees
Who's this for?
- Age 65 and over
- Increased Net Worth
- No longer working or working part time
Benefits
- 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 PlanningAlmost done paying mortgage
Latest News
2020 BC Budget
BC’s Finance Minister Carole James delivered the province’s 2020 budget on February 18, 2020
Comparing TFSAs and RRSPs – 2020
We examine the difference between RRSP and TFSA in the deposit and withdrawal stage.
RRSP Tax Savings Calculator for the 2019 Tax Year
The 2019 RRSP Tax Savings Calculator