…your investment strategy. How much you need to save for retirement may have changed. Consider all sources of retirement income including employment pension and CPP benefits, and whether any sources…
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How to make a financial plan
…and investment statements, retirement savings and other pension papers. 2. Your debts – what you owe This includes student loans, mortgage, car loan, boat loan, credit cards and other bills. Your online banking may have…
Putting your financial plan into action
…less and pursue interests like travel, volunteer work or part-time work. Starting a new business Turning your retirement savings and pension into income Managing taxes Managing your retirement savings…
When to review your plan
…pension into income Managing taxes Managing your retirement savings so they’ll last Updating your will Later retirement years You may become less mobile, and may need to take care of health…
Steps to offering a financial lifeline
…you’re retired, be sure to consider your cash flow needs. This can include government and private pensions as well as any investment income you might need now and in the…
How income tax works
…income, EI benefits, pension income, and investment income such as interest or capital gains. If you have regular employment income, then your tax may be deducted directly from your paycheque….
Make it easier to save
…plan each month. The money may go into a savings account, or it may be used to buy mutual funds. Learn more about workplace pension and savings plans. 7 ways…
Role of the executor
…driver’s licence, passport and health card. Determining whether there are any private or government pension amounts or death benefits payable to the estate and complete and submit forms to obtain…
How power of attorney works
…The person can: Pay your bills. Apply for benefits you may be entitled to because of your disability. Collect pension and other income you’re entitled to. Monitor your investment portfolio…
Prepare for the unexpected
…income and benefits your family members may be entitled to receive (income, life insurance, pensions, annuities, and other benefits). Other documents and valuables List all your major assets (home, real…