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Preparing for Life Events

Life has a way of interrupting your financial plans, and adding additional burdens to your personal finances. Some things, like university or retirement, are natural part of life. However, other life events are out of your control. Consolidated Credit Counseling Services of Canada, Inc. helps Canadians financially prepare for these life events.

Home > Personal Finances > Life Events > Planning Your Golden Years: Part 5

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Planning Your Golden Years:

A Retirement Guide

Retirement Lifestyle Worksheet

If married, both couples should complete separately and compare.

What kind of climate do you want to live in?

______________________________________________________

What size community do you want to live in?

_____________________________________________________

Which amenities are important to you?

Golf
Water/Beaches
Restaurants
Hiking
Libraries
University
Major airport/low cost flights
Cultural activities (theatre, museums, etc)
Church or synagogue
Other: _________
Other:__________

What features of the community are most important to me?

Hospital/Health Care Access
Low crime rate
Low traffic
Public transportation
Other:____________
Other:____________

Do I want to travel in retirement? If so, how often and where to?

___________________________________________________________

Do I want to live close to family members? Grandchildren?

___________________________________________________________

What kind of work or business would I like to try?

___________________________________________________________

What hobbies would I like to pursue?

___________________________________________________________

How do I plan to take care of my health?

___________________________________________________________

What size home do I want to live in? Upkeep? Landscaping?

___________________________________________________________

What do I want to do with household items that I have accumulated over the years?

___________________________________________________________

What pets do I have/want to have and how will they influence my lifestyle?

___________________________________________________________

Other goals and dreams for retirement:

___________________________________________________________

__________________________________________________________

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