RETIRING
Transitioning into retirement will mean a change in your lifestyle and some of your life goals. A Carte advisor will be there side-by-side during this stage of your life.
THESE ARE SOME OF THE QUESTIONS THAT WE SHOULD CONSIDER
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How will my investment requirements change during retirement?
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What is the best way to structure my retirement income so I don’t lose age benefits and credits?
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How can my spouse and I minimize taxes in retirement?
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My spouse and I both have sources of income, which should we use first?
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Does my provincial health plan cover me when I spend time in the U.S.?
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Should I be updating my Will?
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Should I be passing on assets to my family now, or should I do it through my Will?
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Should I consider a Reverse Mortgage?
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How can I reduce my financial risks due to health problems?
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What do I need to consider if I travel outside the country?