1. When should you begin attending retirement seminars
2. How does your spouse feel about your retiring
3. Have you had the CARE CONVERSATION,
4. Keep personal info up to date, record it in a book . Tell someone where it is.
5. Record all passwords and pin numbers so that someone can access accounts
6. Do you have hobbies or other interests
7. How are you going to fill 2000 hours each year
8. Do you have company life insurance? Who is the beneficiary? Can you continue the coverage Where is the policy?
9. Long term care and critical care insurance. When should you consider them.
10.Keep all medical records up to date with a list of all your doctors.
11.Are you single or divorced, there are different options as well as problems facing you
12.Is this a 2nd family, then there are kids, grandkids, blended kids; need new wills and powers of attorney
13.Do you have unused sick leave or vacation time coming to you
14.Are you leaving or being asked to leave; working notice in lieu of severance
15.Will your major medical follow you into retirement; fix your teeth before you leave
16.There is a difference between an annuity and other types of insurance and investment products
17.Your RRSP becomes a RIIF at age 71, how old is your spouse?
18.What is TFSA
19.If you receive a retiring allowance, remember there are tax effective ways to invest same so that CRA does not take a big bite
20.Do you have a financial advisor; fee based?
21.Do you know all the rules with respect to the Health care system in you province; what does it provide; compassionate care leave---6 weeks
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