OSPC: Picture Yourself at Retirement

Part 2 - How do you get where you want to go?

  • Hire a professional
  • Understand legal documents
  • Consider your best interests
  • Keep financial records
  • Be informed
  • Be prepared
  • Research your options
  • Increase your fiscal knowledge

Financial planning involves determining where you want to be in the future and sets out a plan to get there including financial needs. Here's a series of questions to help you.

Starting Your Career? (under 30 years)

Mid Career? (30 - 50 years)

Approaching Retirement? (50 - 65 years)