Achieve Your Perfect Retirement
Retirement Goals
You should start thinking about your retirement as soon as possible. Planning out your income, expenses, and assets. Set your realistic expectations and hit your retirement goals!
Set Retirement Goals
Work towards answering the following questions:
What is your target monthly income while retired?
Spend Your Time
How do you want to spend your time once your retired:
Focus on family
Travel and explore
Relax and hit the golf course
Selling Your Home?
Selling your home for retirement can be a significant decision, and timing it right can have a significant impact on your financial well-being. As you approach retirement, here are a few factors to consider when deciding if and when to sell your home:
Downsizing and reducing expenses
Unlocking home equity
Relocating to a retirement-friendly location
Simplifying your life
Coverage and Longevity
Coverage
Ensure you are thinking about getting the right coverage:
Critical Illness
Disability Insurance
Income
Deciding how to support yourself throughout retirement is very custom to you:
Collecting Canadian Pension Plan (CPP)
Collecting Old Age Security (OAS)
Pulling from investments manually