These are some of the questions that we should consider

  1. How will my investment requirements change during retirement?
  2. What is the best way to structure my retirement income so I don’t lose age benefits and credits?
  3. How can my spouse and I minimize taxes in retirement?
  4. My spouse and I both have sources of income, which should we use first?
  5. Does my provincial health plan cover me when I spend time in the U.S.?
  6. Should I be updating my Will?
  7. Should I be passing on assets to my family now, or should I do it through my Will?
  8. Should I consider a Reverse Mortgage?
  9. How can I reduce my financial risks due to health problems?
  10. What do I need to consider if I travel outside the country?

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