The first thing you need to do in your retirement planning process is to identify your current financial priorities and future goals, to provide a solid foundation for your retirement plan.
Saving for retirement
Years from retirement
It’s all about priorities.
To get started, fill out the Financial priority planner checklist; it will clarify your priorities and provide your advisor with valuable information for a long-term plan.
Various retirement issues should be considered at different points in your life, including
- balancing financial priorities
- maximizing RRSP contributions
- income splitting
- boosting savings and investment returns
- early retirement options