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Are you Planning on Retiring? An information booklet to help guide you through the process. Information compiled by: OE CTA Waterloo Unit (Current as of: 2018)Getting Ready to Retire Checklist Contact
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Assess your current financial situation by calculating your current assets, liabilities, and expenses.
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Anyone interested in achieving their retirement goals and living comfortably in their golden years.
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What is on retirement planning a?
Retirement planning involves setting financial goals and creating a strategy to meet those goals during retirement.
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Anyone who is planning for retirement or looking to better understand their financial situation is encouraged to engage in retirement planning.
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The purpose of retirement planning is to ensure a financially secure and comfortable retirement by identifying and addressing financial goals and risks.
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Information such as current income, savings, expenses, retirement accounts, pension plans, and investment portfolios may need to be reported on a retirement planning assessment.
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