Preparing for Retirement
I’M ABOUT TO RETIRE, WHAT DO I NEED TO DO?
Preparing For Retirement
Who?
- Age 55 to 64
- Preparing for retirement
- May have adult children
- Increased Net Worth
Priorities
- Almost done paying mortgage
- Little to no debt
- Retirement savings is top priority
- Staying on budget
- Reducing income tax
- Taking care of the “What-ifs?”
- Critical Illness
- Premature Death
- Make a will
- Consider powers of attorneys
- Making sure health insurance is adequate
Latest News
2025 Ontario Budget
Ontario’s 2025 Budget keeps tax rates stable while introducing cost-of-living relief for families, growth incentives for businesses, and healthcare and housing support for retirees. With targeted measures to help manage inflation, support job creation, and respond to U.S. tariff pressures, this year’s budget provides new planning opportunities for Ontarians at every stage of life.
2025 Ontario Tax Rates
2025 Ontario Tax Rates – Get the latest provincial and federal tax rates, including marginal rates, capital gains, and dividends. Stay informed and plan ahead!
Tax Tips for Filing Your 2024 Income Tax Return
Get ahead of tax season! Discover what’s new for 2024—from increased CPP contributions and Home Buyers’ Plan changes to key deductions and credits. Maximize your refund and avoid costly mistakes.
