Retiring Soon? What You Should Know
Education and Advocacy A web-based resource launched by the Canadian Life and Health Insurance Association gives information about what you need to know when moving from the workplace to retirement.
hen you mention retirement, most peoples’ thoughts probably turn to whether their savings are adequate so that they can comfortably make the move away from their regular paying jobs. But, when it comes to making the transition into retirement, it’s about much more than money.
When you’re just a few months away from retirement, there are many other aspects of your life you need to consider, and you’ll have many more questions you need answered. The good news is there’s a new web-based resource that can help bring you up to speed on what you need to know and provide reassurance that you’ve covered all the bases.
Developed by the Canadian Life and Health Insurance Association (CLHIA), Retiring Soon? is a one-stop resource that gathers information on all aspects of your life in retirement — not only the money, but also health benefits, lifestyle considerations, organizing important documents, and much more.
Retiring Soon? has you covered for the following:
- How to apply for government benefits such as CPP and QPP.
- How to convert workplace pension and personal RRSPs into retirement income.
- How to organize family and financial documents.
- The role of financial advisors.
- How to avoid fraud.
And, after you’ve made your way through its three main sections, Retiring Soon? offers a handy summary to make sure you haven’t missed any steps. This one-of-a-kind web-based tool is accessible on computers, tablets, and smartphones.
Moving from the workplace into retirement can be a daunting process, but it doesn’t need to be if you are confident that you’re ready to take the next step. Retiring Soon? can give you that much-needed confidence.