Planning Perspectives
A look at life and finance from every angle.
From personal to professional, from family to financial, there are many facets to your life. Yet, each is interconnected. Planning Perspectives is a source of ideas and information to help you make the most of them all, all together.
Live Longer, Live Better
Retirement is generally something people look forward to. It’s a stage when we have the most control over our lives and, hopefully, the resources and good health to continue to enjoy it.
READ MORE >>Life Events, Retirement
Starting the Wealth Transfer Conversation
Legacy planning is a chance to engage your spouse and heirs with deep, meaningful conversations about health, wealth and the future.
READ MORE >>Estate, Life Events, Retirement, Taxes
Are You Ready for an Encore Career?
More and more Canadians are going back to work or volunteering after retirement.
READ MORE >>Life Events, Lifestyle, Retirement
Retirement Readiness by the Decades
Whether you’re in your 20s or your 50s, there are steps you can take to help ensure a comfortable, secure retirement.
READ MORE >>Retirement
Where Your Retirement Money Goes
Wealth alone cannot buy a quality retirement any more than it can buy happiness – but having a solid financial foundation can make those years more enjoyable.
READ MORE >>Retirement
Retiree in Training
Are you ready to retire? Are you sure? Think about it before you say, “Yes!”
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