Stages of life and retirement planning

Your plan matters

I’m not sure what my retirement will look like. What do I do?

How much income will I need in retirement and how much should I be saving to meet our needs?

How can I save for the future?  

Where emotions and money meet 

How can I prepare for a seamless transition into retirement?

Will you be ready to retire?

Am I emotionally ready to retire?

What are my potential sources of income? 

Planning continues into your retirement

How do I financially support my grown children?

1 TDBC August 2015 survey
2 Canada Census 2011

Are you caught between your children's and your parents' financial needs?

Lending money to your children

How can we arrange our investments to help minimize taxable income and address short-term market risk?

How do I convert my RRSP into a RRIF?

How do I draw down on my investments once I’m retired?

How do I plan to pass my estate to my family?