{"id":304,"date":"2019-01-02T15:42:12","date_gmt":"2019-01-02T20:42:12","guid":{"rendered":"https:\/\/www.batirente.qc.ca\/blog\/your-financial-checklist\/"},"modified":"2019-01-29T16:22:55","modified_gmt":"2019-01-29T21:22:55","slug":"your-financial-checklist","status":"publish","type":"post","link":"https:\/\/www.batirente.com\/en\/your-financial-checklist\/","title":{"rendered":"Your financial checklist"},"content":{"rendered":"<p>Whether you\u2019re starting a new life with someone, buying a home, starting a family, or going through a separation, managing your finances can be a full-time job. Here\u2019s a short checklist to help you stay on top of things.<\/p>\n<h2>GROUP RETIREMENT SAVINGS PLAN<\/h2>\n<p>Be sure to make the necessary changes to your:<\/p>\n<ul>\n<li>Savings strategy (while also respecting your budget)<\/li>\n<li>Contribution amount<\/li>\n<li>Beneficiary(ies)<\/li>\n<li>Investment instructions<\/li>\n<\/ul>\n<h2>INSURANCE<\/h2>\n<ul>\n<li>Determine what changes need to be made to your group insurance coverage (life insurance, etc.) to provide financial security for your family in case you die, get sick or become disabled<\/li>\n<li>Decide whether or not you need more insurance (individual life insurance, mortgage life insurance, etc.)<\/li>\n<\/ul>\n<h2>ESTATE PLANNING<\/h2>\n<p>Update your estate plan to account for the following:<\/p>\n<ul>\n<li>Children from previous relationships<\/li>\n<li>Your current marriage or common law relationship, especially if it\u2019s not your first<\/li>\n<li>A divorce or separation<strong>\u00a0<\/strong><\/li>\n<\/ul>\n<h2>TAX PLANNING<\/h2>\n<p>Update your estate plan to account for the following:<\/p>\n<ul>\n<li>Income taxes<\/li>\n<li>Child tax benefits<\/li>\n<li>Tax credits<\/li>\n<\/ul>\n<p>To find out more about this subjet, please visit the<strong> &#8220;Financial wellness Centre&#8221; <\/strong>in the secured section of the website via <a class=\"btn-login btn-green\" href=\"https:\/\/www.batirente.com\/en\/my-account\/\">My\u00a0account<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Whether you\u2019re starting a new life with someone, buying a home, starting a family, or going through a separation, managing your finances can be a full-time job. Here\u2019s a short checklist to help you stay on top of things.<\/p>\n","protected":false},"author":4,"featured_media":140,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"footnotes":""},"categories":[27],"tags":[40],"class_list":["post-304","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-life-events","tag-plan"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Your financial checklist - B\u00e2tirente<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.batirente.com\/en\/your-financial-checklist\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Your financial checklist - B\u00e2tirente\" \/>\n<meta property=\"og:description\" content=\"Whether you\u2019re starting a new life with someone, buying a home, starting a family, or going through a separation, managing your finances can be a full-time job. 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