Heritage Insurance
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Financial CalculationsYou've worked hard to build your retirement nest egg and you want to make it last so you can bring your retirement vision to life. As you move closer to your retirement date, take some time to evaluate factors that could impact your retirement income.

Summarize All Of Your Sources Of Income In Retirement


These can include personal savings and investments, company retirement plans and government benefits such as Canada Pension Plan (CPP) and old age security (OAS). To verify your eligibility for CPP and OAS, call Service Canada at 1-800-277-9914 or visit www.servicecanada.gc.ca. Allow me to help you understand how these income sources can work together to help cover your needs in retirement.

Estimate Your Living Expenses


Track your current spending and use this information to estimate your retirement income needs. Factor in any possible lifestyle changes that will occur upon your retirement. You'll want to consider wellness, travel, part-time work or downsizing to a new home at a future date.

Review Your Investment Portfolio


Let's revisit your investment strategy and consider shifting to lower-risk options, investments with guarantees, lower management fees, etc.

Update Your Beneficiary Information


Ensure your company benefit/pension plan(s); personal saving plans and insurance have updated beneficiary information.

Ensure Your Estate Plan Is Up-To-Date


Review your will and powers of attorney.

If you have any further questions or would like to discuss any of the above points don't hesitate to call me.

-Russ MacDonald, Heritage Insurance Ltd.
(306) 631-9738


*****
When planning for the future, be sure to also consider life insurance coverage. Call Heritage Insurance Ltd at (800) 667-7640 for more information on Moose Jaw, SK life insurance.
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