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Three of Canada’s foremost retirement and life educators bring their collective insights, experience and knowledge to bear on the problems that Canadians face in planning for retirement. Using 10 key planning principals, the authors outline a perspective on planning that incorporates lifestyle planning, management of credit and debt, investment planning, insurance and risk management, tax efficiency, legal and estate planning and income design.

What readers have said about this book

I have been reading and studying the book as I went along – using the opportunity to learn what to do next in my own life. At 54, returning from South Africa back here to a year of ill health, low work, culture shock and like many, last year was not good for my investments. I took life head on, lost more than won, but I am still standing. This book has given me new strength to evaluate what I have and a plan has begun to emerge that has me smiling for the first time since arriving back home. You say it’s never too late – your book just reminded me, this game is far from over.

Overall, I like your book! I find the information easy to understand and quite relevant and practical. I also like the conversational tone of the writing as well as the variety of expression that comes from having three authors.

Carly King, Ontario

More Information:

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