Retirement

It’s important to ensure that you won’t outlive your retirement savings. Managing expenses and income are critical now.
Photo of two elderly woman and an elderly man practicing meditation.

Featured Articles


Photo of an elderly couple packing up moving boxes. What You Need to Know About Decluttering in Retirement

With the current interest in minimalism and simple living, chances are you’ve heard of at least one of the many decluttering methods popular today...Read More

March 18, 2019

Photo of an elderly couple sitting outside a tent beside a river. Low Cost Getaways for Retirees

If you’re like many older Canadians, you look forward to travelling now that your working days are done. Yet the price tag of vacations and ....Read More

October 30, 2018

Photo of a document with a waxed seal affixed to it. What’s Involved in Being an Executor?

When someone dies, all of their worldly possessions and all of the debts in their name go into a separate legal entity called an estate....Read More

September 3, 2018

Photo of a younger black man reviewing documents with an elderly black couple. What You Need to Know About RRIFs and How They Work

Do you own a Registered Retirement Savings Fund (RRSP)? If so, by end of the year in which you turn 71, your RRSP must be cashed out, turned into an annuity, or get transferred into what’s known as a Registered Retirement Income Fund (RRIF)...Read More

April 30, 2018

Photo of an elderly couple sitting on a bench and reviewing a map. Do you Need Travel Insurance?

Many retired Canadians choose to spend some of their new-found leisure time travelling, whether it’s winters in Florida or exotic trips to far-flung places.  If you’re travelling abroad, do you need travel insurance and if so, what kind?....Read More

April 2, 2018

Photo of an elderly couple sitting a table playing cards in a long term care facility. The Basics of Long-Term Care

As life expectancies have increased over the decades, more and more people are contemplating the quality of life of those extra years. You may have considered if one day you may need some type of long-term care. What would that look like? How will that affect your finances?.....Read More

November 6, 2017

Photo of an elderly couple taking a selfie in front of a cruise ship. Tips for Living on a Reduced Income

Living on a low income is a reality for many Canadians. Whether it be due to health, or retirement with little in the way of savings, job loss, or loss of an income earner in the household, when the going gets tough, the tough get going.....Read More

November 6, 2017

Photo of an elderly woman sitting on her couch in the living room using a laptop while speaking on the phone. How to Recognize and Prevent Financial Abuse When You’re Retired

Do you suspect someone of trying to take financial advantage of you?  Financial abuse happens when someone misuses your funds and assets without your full knowledge or consent, or makes financial decisions for you that aren’t in your best interest....Read More

November 3, 2017

Photo of a couple reviewing their account through online banking on a laptop. Mobile and online banking: it’s safe and convenient

Unlike Gen Xers and millennials, if you’re a baby boomer or older, you haven’t had the advantage of growing up with the internet like digital natives. You may not feel like you’re tech-savvy, and when it comes to your banking, you may still be doing some things the old fashioned way.....Read More

October 16, 2017

Photo of an elderly couple sitting on the couch in their living room with an advisor. What do I need to consider when planning my estate?

No one likes to plan for their death. For most of us, it’s right up there with filing taxes, going to the dentist, or cleaning out the garage. But it’s not something you can afford to ignore if you want to minimize the confusion, stress, and costs for your family after you pass away....Read More

October 16, 2017