Retirement is so close you're actually making plans to travel, pursue hobbies and spend more time with your grandchildren. You've worked hard, invested regularly, and are getting ready to enjoy life outside of the daily workplace grind.

Year-end is a time when we start thinking about winding down. However, in the field of tax planning, that annual deadline is when we need to take stock, and potentially take action.

Most people look forward to the freedom of retirement, but it may seem unsettling at first. If you think about it, you spend many years working hard and saving for the future. When you retire, the future is now!

Year-end is a time when we start thinking about winding down. However, in the field of tax
planning, that annual deadline is when we need to take stock, and potentially take action.

In our Advice for Life Winter newsletter issue, you’ll find interest rates, inflation & the job outlook, the importance of saving for retirement and so much more.

Retirement is a major accomplishment for most people. It often means you've set aside enough money to stop working and live comfortably without having to rely on a regular paycheque.