Whether you’re 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’s a short checklist to help you stay on top of things.
GROUP RETIREMENT SAVINGS PLAN
Be sure to make the necessary changes to your:
- Savings strategy (while also respecting your budget)
- Contribution amount
- Beneficiary(ies)
- Investment instructions
INSURANCE
- 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
- Decide whether or not you need more insurance (individual life insurance, mortgage life insurance, etc.)
ESTATE PLANNING
Update your estate plan to account for the following:
- Children from previous relationships
- Your current marriage or common law relationship, especially if it’s not your first
- A divorce or separation
TAX PLANNING
Update your estate plan to account for the following:
- Income taxes
- Child tax benefits
- Tax credits
To find out more about this subjet, please visit the
"Financial wellness Centre" in the secured section of the website via
My accountWhether you’re 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’s a short checklist to help you stay on top of things.
GROUP RETIREMENT SAVINGS PLAN
Be sure to make the necessary changes to your:
- Savings strategy (while also respecting your budget)
- Contribution amount
- Beneficiary(ies)
- Investment instructions
INSURANCE
- 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
- Decide whether or not you need more insurance (individual life insurance, mortgage life insurance, etc.)
ESTATE PLANNING
Update your estate plan to account for the following:
- Children from previous relationships
- Your current marriage or common law relationship, especially if it’s not your first
- A divorce or separation
TAX PLANNING
Update your estate plan to account for the following:
- Income taxes
- Child tax benefits
- Tax credits
To find out more about this subjet, please visit the “Financial wellness Centre” in the secured section of the website via My account
