Priorities

When you are ready to retire you will find yourself with many financial priorities and not everyone's priorities will be the same. Below is a list of common priorities. If you don't see a topic or priority of interest, you may be able to find it by using other resources available as employees.

Retirement planning

• Is it time to downsize your home?
• When to start CPP and OAS
• Planning for your retirement
• Planning a successful retirement
• What do you expect from your retirement?
• Building a resilient retirement paycheque

Wills/estate planning

• How to choose an executor for your estate
• The importance of having a will
• Why name a beneficiary?
• Will and estate planning
• Where there’s a will, there’s a way
• Estate and taxation: The essentials

Insurance

• Health insurance in retirement
• Choosing a long-term care insurance policy

Elder care

• Caring for elderly parents
• Caregiving toolkit
• Talking with your older relative

Other resources

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