Planning for retirement is a crucial step toward securing your future. We offer a variety of tools designed to help Canadians navigate the complexities of retirement planning. Whether you're just starting or refining your plan, our tools will provide the guidance you need to achieve your retirement goals.
1. Canadian Retirement Planning Spreadsheet
Overview:
Our flagship product, the Canadian Retirement Planning Spreadsheet, is designed to simplify the retirement planning process. This Google Sheets-based tool is easy to use and provides a comprehensive view of your financial situation.
Features:
Budgeting sections for pre- and post-retirement planning
Investment tracking and performance monitoring
Automated calculations for CPP, OAS, RRSPs, and TFSAs
Scenario analysis for different retirement strategies
2. Retirement Planning Checklist
Overview:
A thorough checklist to guide you through the essential tasks of retirement planning. This tool ensures you don't miss any critical steps as you prepare for your retirement.
Features:
Detailed task list from initial planning to final preparations
Links to relevant government resources and information
Customizable sections to add personal tasks and deadlines
3. Budget Worksheet
Overview:
Our Budget Worksheet helps you plan your finances before and after retirement. This tool is available in both Excel and Google Sheets formats, making it accessible and easy to use.
Features:
Sections for tracking monthly income, expenses, and savings
Pre- and post-retirement budget comparison
Editable categories and built-in formulas for accuracy
4. Investment Tracker
Overview:
Keep a close eye on your investments with our Investment Tracker. This tool helps you monitor the performance of your portfolio and make informed decisions about your asset allocation.
Features:
Input fields for various investment types (stocks, bonds, mutual funds, etc.)
Performance tracking over time with visual charts
Scenario analysis to project future growth and returns
Step-by-Step Guide:
Download Your Tools: Choose the tools that best fit your needs and download them to your device.
Follow the Instructions: Each tool comes with detailed instructions to help you set up and start using them effectively.
Input Your Data: Enter your financial information to get a clear picture of your current situation and future projections.
Review and Adjust: Regularly review your data and make adjustments as needed to stay on track with your retirement goals.
Retirement Planning Guides:
Dive deeper into specific aspects of retirement planning with our comprehensive guides. Topics include:
Retirement Planning 101: Basics and key concepts to get you started.
Canadian Retirement Systems: Detailed information on CPP, OAS, RRSPs, and TFSAs.
Life Stage Retirement Planning: Tailored advice for different age groups.
Joseph S. from Halifax:
"The retirement tools offered by your company have made a significant difference in my planning. The spreadsheet is incredibly detailed and easy to use."
Faye T. from Regina:
"I highly recommend these tools for anyone looking to plan their retirement. The investment tracker has helped me keep my portfolio on track."
Start using our retirement planning tools today and take the first step toward a secure future.