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These are some of the questions that we should consider
- How will my investment requirements change during retirement?
- What is the best way to structure my retirement income so I don’t lose age benefits and credits?
- How can my spouse and I minimize taxes in retirement?
- My spouse and I both have sources of income, which should we use first?
- Does my provincial health plan cover me when I spend time in the U.S.?
- Should I be updating my Will?
- Should I be passing on assets to my family now, or should I do it through my Will?
- Should I consider a Reverse Mortgage?
- How can I reduce my financial risks due to health problems?
- What do I need to consider if I travel outside the country?