Plan to Meet Your Needs

Is retirement planning a goal?

A financial security and investment representative associated with Freedom 55 Financial can review your savings and insurance needs to help keep you on track towards reaching your goals.

• Whether it’s through regular monthly contributions or a top-up RRSP loan, saving in your RRSP will help a secure retirement become a reality.
• Whether you maximize your RRSP contributions or not, adding a tax-free savings account (TFSA) to your financial security plan can help you tax-effectively save for retirement. Even if you do not qualify to contribute to an RRSP, you may be eligible to contribute to a TFSA.
• Help protect your family’s income should you suffer from a disability or critical illness.
• Ensuring your life insurance planning has kept up with your increased income and lifestyle is important.
• There may still be time for an RESP to help with your child’s post secondary education.
• If your employer doesn’t offer a group benefits plan, or if your group benefits plan will end when you retire, you may want to invest in additional health and dental insurance coverage.