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- Assess Sources of Retirement Income
- Pension plans
- RRSPs
- Other income investments
- Government plans
- Inheritance
- Work after retirement
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- Assess Retirement Income Needs
- Established & Projected Taking Inflation Into Account
- What % of Today's Income Will You Require?
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- Finalize Retirement Housing Requirements
- Keep
- Sell
- Vacation Property
- Other
|
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- Assess Major Capital Requirements
- Before Retirement
- After Retirement
|
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- Cheque Writing Money (non-RRSP funds / savings)
- New car, home renovations, & emergencies
|
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- Allowances For Surprises (health care costs, taxes, utilities, etc.)
|
- Secured Line of Credit (75% value of home)
- Unsecured Line of Credit
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- Disability Assessment (accidents & sickness)
- Pre-retirement - Replace Income & Savings For Retirement
- Post Retirement - Assess Critical Illness & Long Term Care
Needs
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- Estate Planning Including Up to Date Wills and P.O.A.s
|
.
