Retirees

I’m retired, what do I need to do?

Who
- Age 65 and over
- Increased Net Worth
- No longer working or working part time
Priorities
- 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 Planning

2020 BC Budget

February 19, 2020

BC’s Finance Minister Carole James delivered the province’s 2020 budget on February 18, 2020
Canada Pension Plan – Should You Take it Early?

July 11, 2018

New Rules governing the Canada Pension Plan took full effect…
Which Term Life Insurance is Right for You?

June 26, 2018

Once you have decided on how much life insurance you need, your…
Wondering if the new mortgage rules are curbing home prices?

June 26, 2018

I came across this article in the Globe and Mail and thought…