Retirement Planning in Ontario
See how long your money lasts, what you are worth and where your insurance leaves you exposed — planning tools kept in the same Vault as your will.
Retirement
How long your money lasts — your balance at retirement and the age it lasts to, under a conservative, moderate or aggressive outlook.
Net worth
What you own against what you owe, built from the records you keep in your Estate Organizer.
Cash flow
What comes in and what goes out — planned spending against what you actually spent.
Goals
What you are saving toward, and whether you are on track for the date you set.
Debt
Payoff order, and what each debt is really costing.
Coverage
Where your insurance leaves you exposed, across life, disability, home, auto and umbrella cover.
Retirement planning and your will in Ontario
- How an old will stops counting in Ontario: You may revoke a will or part of a will only by making a new valid will, making a valid written revocation, or intentionally burning, tearing, or otherwise destroying it yourself or having someone do so in your presence and at your direction. A revoked will is revived only by a valid will, a valid codicil showing intent to revive, or re-execution with required formalities. Source: Succession Law Reform Act, R.S.O. 1990, c. S.26, ss. 15, 17(1), 19, 21, 21.1(1).
- An overview of your net worth, monthly surplus, retirement outlook and total debt in one place.
- A recurring-charge tracker for the subscriptions that quietly add up.
- Your net worth is built from the records you keep in your Estate Organizer, so nothing is entered twice.
- These are estimates for your own planning — not financial advice.
Frequently asked questions
How does an old will stop counting in Ontario?
You may revoke a will or part of a will only by making a new valid will, making a valid written revocation, or intentionally burning, tearing, or otherwise destroying it yourself or having someone do so in your presence and at your direction. A revoked will is revived only by a valid will, a valid codicil showing intent to revive, or re-execution with required formalities. Source: Succession Law Reform Act, R.S.O. 1990, c. S.26, ss. 15, 17(1), 19, 21, 21.1(1).
What do the retirement planning tools include?
Net worth, cash flow, savings goals, a retirement projection, debt payoff, a subscriptions tracker and an insurance coverage check, all in your Vault.
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.
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Your will is free, and your Vault keeps the Estate Organizer and the planning tools beside it.
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