Retirement is a special time of life. After a lifetime of working, saving and investing, it is important to remember to enjoy yourself. Live for today; plan for tomorrow. Here are some books and other resources that may help you enjoy this special time.
Morneau Shepell: Wealth Target Calculator
Government of Canada: Information for Seniors
Looking for tools and information to help you manage your financial life?
Use the ProsperiGuide Quick Reference Guide to find what you're looking for. It's conveniently divided into seven areas:
Click on a link to take you to specific website content, copy the link into an email to view later or print off the entire list for future reference. It's up to you.
ProsperiGuide, a one-stop personal finance resource to improve your financial well-being.
Life events http://prosperiguide.com/financial-planning/life-events |
|
Marriage & common-law relationships http://prosperiguide.com/financial-planning/life-events/marriage-common-law-relationships |
|
Exiting a relationship http://prosperiguide.com/financial-planning/life-events/exiting-a-relationship |
|
Children http://prosperiguide.com/financial-planning/life-events/children |
|
Buying a house http://prosperiguide.com/financial-planning/life-events/buying-a-house |
|
Critical illness and disability http://prosperiguide.com/financial-planning/life-events/critical-illness-disability |
|
Elder care http://prosperiguide.com/financial-planning/life-events/elder-care |
|
Death of a spouse/partner http://prosperiguide.com/financial-planning/life-events/death-of-a-spouse-partner |
|
Retirement http://prosperiguide.com/financial-planning/life-events/retirement |
I want to...
I want to look up...
Mortgages, other debt and credit
How creditworthy am I? http://prosperiguide.com/savings-and-debt/saver-or-borrower/qualifying-for-credit |
|
How much house can I afford? http://prosperiguide.com/savings-and-debt/mortgages/how-much-can-you-afford |
|
Tips for paying off my mortgage (1) http://prosperiguide.com/savings-and-debt/mortgages/types-and-terms |
|
Tips for paying off my mortgage (2) http://prosperiguide.com/savings-and-debt/down-with-debt/pay-off-your-mortgage |
|
RRSP Home Buyers' Plan http://prosperiguide.com/savings-and-debt/mortgages/rrsp-home-buyers-plan |
|
Credit scores and reports http://prosperiguide.com/savings-and-debt/other-debt/credit-rating |
|
Strategies to get out of debt http://prosperiguide.com/savings-and-debt/down-with-debt/debt-reduction-strategies |
|
Bankruptcy http://prosperiguide.com/savings-and-debt/down-with-debt/bankruptcy-and-alternatives |
How, What and Where: I want to...
Grow my money http://prosperiguide.com/investing/grow-your-money |
|
Figure out risk and return http://prosperiguide.com/investing/grow-your-money/risk-and-return |
|
Discover my investment risk tolerance http://prosperiguide.com/investing/grow-your-money/who-am-i |
|
Discover my asset mix/investor profile http://prosperiguide.com/investing/build-your-portfolio/discover-your-asset-mix-investor-profile |
|
Be smart about investing http://prosperiguide.com/investing/grow-your-money/smart-investing-step-by-step |
|
Learn seven steps for success http://prosperiguide.com/investing/choose-your-funds/7-steps-for-success |
Types of investments: I want to understand...
Asset classes http://prosperiguide.com/investing/types-of-investments/asset-classes-decoded |
|
Fixed income http://prosperiguide.com/investing/types-of-investments/fixed-income |
|
Equities http://prosperiguide.com/investing/types-of-investments/equities |
|
Alternative investments http://prosperiguide.com/investing/types-of-investments/alternatives |
|
Investment funds http://prosperiguide.com/investing/types-of-investments/investment-funds |
|
Balanced versus target (retirement) date funds http://prosperiguide.com/investing/types-of-investments/pre-built-portfolio-funds |
|
What the stock market is http://prosperiguide.com/investing/who-to-turn-to/stock-bond-bear-or-bull-what-s-a-market |
Building and Managing Portfolios
Build the right portfolio for my purpose http://prosperiguide.com/investing/build-your-portfolio/build-it-construct-your-portfolio |
|
Learn from the past – historical performance charts http://prosperiguide.com/investing/build-your-portfolio/lessons-learned-asset-mix-matters |
|
Find the best way for me to invest http://prosperiguide.com/investing/build-your-portfolio/build-it-construct-your-portfolio |
|
Read the investing case studies (1) http://prosperiguide.com/investing/build-your-portfolio/case-studies-while-youre-working |
|
Read the investing case studies (2) http://prosperiguide.com/investing/manage-your-portfolio/case-studies-while-youre-working |
|
Read the investing case studies – for retirement (1) http://prosperiguide.com/investing/build-your-portfolio/case-studies-in-retirement |
|
Read the investing case studies – for retirement (2) http://prosperiguide.com/investing/manage-your-portfolio/case-studies-in-retirement |
Choose the best investment funds
Know how to compare investment funds http://prosperiguide.com/investing/choose-your-funds/decode-investment-fund-reports |
|
Measure my fund's performance http://prosperiguide.com/investing/choose-your-funds/measure-past-performance |
|
Evaluate investment fees http://prosperiguide.com/investing/choose-your-funds/evaluate-investments |
|
Rebalance my portfolio http://prosperiguide.com/investing/manage-your-portfolio/rebalance-your-portfolio |
|
Approaching retirement? http://prosperiguide.com/investing/manage-your-portfolio/revisit-your-target-asset-mix |
|
Generating income in retirement http://prosperiguide.com/investing/manage-your-portfolio/asset-decumulation-strategies |
Know your income tax rates http://prosperiguide.com/savings-and-debt/which-is-better/know-your-marginal-tax-rate |
|
Design tax efficient portfolio http://prosperiguide.com/investing/manage-your-portfolio/investing-the-taxman |
|
Tax deductions and credits http://prosperiguide.com/tax/tax-basics/tax-deductions-credits |
|
Marriage and dependents defined http://prosperiguide.com/tax/tax-for-families/marriage-defined |
|
Deductions and credits for spouses/partners http://prosperiguide.com/tax/tax-for-families/deductions-credits-for-spouses-partners |
|
Deductions and credits for children http://prosperiguide.com/tax/tax-for-families/deductions-credits-for-children |
|
Tax credits for retirees http://prosperiguide.com/tax/tax-in-retirement/tax-credits-for-retirees |
|
Income splitting in retirement http://prosperiguide.com/tax/tax-in-retirement/income-splitting-in-retirement |
|
Tax and life events http://prosperiguide.com/tax/tax-and-life-events |
|
Tax tips http://prosperiguide.com/tax/tax-basics/tax-tips |