Retirement Planning for Seniors in British Columbia
Planning tools for the money side of retirement, written with people over 60 in mind — kept in the same Vault as your will.
What people over 60 should know
- In or near retirement, the question changes from how much to save to how long it lasts.
- The retirement projection shows your balance at retirement and the age your money lasts to.
- Compare a conservative, moderate and aggressive outlook side by side.
- Check your life, disability, home, auto and umbrella cover for gaps.
- How an old will stops counting in British Columbia: To revoke a paper will, make a later valid will, make a valid written revocation declaration, or intentionally burn, tear, or destroy all or part of the will yourself or through someone acting in your presence and at your direction. Electronic wills have additional deletion rules. A revoked will is revived only by a will showing an intention to revive it, or by a court order under section 58. Source: Wills, Estates and Succession Act, SBC 2009, c 13, ss. 55, 55.1, 57, 58.
Frequently asked questions
Why does retirement planning matter for people over 60?
In or near retirement, the question changes from how much to save to how long it lasts.
How does an old will stop counting in British Columbia?
To revoke a paper will, make a later valid will, make a valid written revocation declaration, or intentionally burn, tear, or destroy all or part of the will yourself or through someone acting in your presence and at your direction. Electronic wills have additional deletion rules. A revoked will is revived only by a will showing an intention to revive it, or by a court order under section 58. Source: Wills, Estates and Succession Act, SBC 2009, c 13, ss. 55, 55.1, 57, 58.
Is this financial advice?
No. The tools do arithmetic on the figures you enter. They are estimates for your own planning, not financial advice.
What do the retirement planning tools cost?
It is included in your Vault. Your will is free.
Start your free will today
Your will is free, and your Vault keeps the Estate Organizer and the planning tools beside it.
Create my free will