Parwez Financial Group Ltd.
  • HOME
  • ABOUT
    • About
    • Strategic Partners
    • Testimonials
    • Community
    • Privacy Statement and Website Terms of Use
  • SERVICES
    • Business Stages
      • Business Continuation
      • Business Succession
      • Executive Benefits
      • Group Benefits
    • Life Stages
      • Starting your career
      • Growing Families
      • Mature Families
      • Preparing for Retirement
      • Retirees
      • Estate Planning
    • Insurance Planning
      • Life Insurance
      • Mortgage Insurance
      • Critical Illness Insurance
      • The Need for Personal Life Insurance
      • Whole Life: A Whole New Investment Class
    • Farms
      • Corporate Owned Life Insurance
      • Corporate Insured Retirement Program
      • Key Person Insurance
      • Estate Equalization
      • Buy Sell
    • Business Owners
      • Individual Pension Plan
      • Corporate Owned Life Insurance
      • Corporate Insured Retirement Program
      • Key Person Insurance
      • Immediate Financing Arrangement
      • Estate Equalization
      • Corporate Estate Bond
      • Buy-Sell Agreement
    • Incorporated Professionals
      • Insured Retirement Program
      • Immediate Financing Arrangement
      • Individual Pension Plan
  • RESOURCES
    • Resources
    • Insurance
    • Tools
  • ARTICLES
  • CONTACT
  • info@parwezfinancial.ca
    306-525-2523

Preparing for Retirement

I’M ABOUT TO RETIRE, WHAT DO I NEED TO DO?

Preparing for Retirement
Who
Priorities
Who
  • Age 55 to 64
  • Preparing for retirement
  • May have adult children
  • Increased Net Worth
Priorities
  • Almost done paying mortgage
  • Little to no debt
  • Retirement savings is top priority
  • Staying on budget
  • Reducing income tax
  • Taking care of the “What-ifs?”
    • Critical Illness
    • Premature Death
  • Make a will
  • Consider powers of attorneys
  • Making sure health insurance is adequate
Learn More

Latest News

TFSA or RRSP 2018

December 15, 2017Parwez Financial

One of the most common investment questions Canadians ask themselves today is, “Which is better, TFSA or RRSP”? Here’s the good news – it doesn’t have to be an either or choice.  Why not do both? Below are the features…

The Genetic Non-Discrimination Act and its Impact on Life Insurance

November 17, 2017Parwez Financial

One of the many advancements in medicine has been the use of genetic testing in determining the probability that an individual will develop a life- threatening illness or condition.   Knowing that you or your children are not at risk of…

Fall into Autumn Savings

November 9, 2017Parwez Financial

By Carla Hindman, Director of Financial Education, Visa Canada Fall is officially here. With the new season comes new reasons to spend money, including increased utility bills, winter wardrobes and upcoming holiday purchases. Here are some tips to help you…

Posts pagination

< 1 … 18 19 20 21 22 23 24 … 51 >

Life Stages

Starting Your Career

Starting Your Career

Preparing for Retirement

Preparing for Retirement

Growing Families

Growing Families

Retirees

Retirees

Mature Families

Mature Families

Estate Planning

Estate Planning

Contact Us

Parwez Financial Group Ltd.
Tel: 306-525-2523
Email: info@parwezfinancial.ca

207 – 4401 Albert Street
Regina, SK
S4S 6B6

About

We take pride in designing and providing unique, innovative and tax-efficient insurance solutions for our clients in collaboration with their legal and tax advisors. Our focus is strictly on the analysis, audit and implementation of appropriate strategies involving risk-management products from top-rated insurance carriers in Canada for our client’s personal and corporate needs. We work in collaboration with our seasoned associates who specialize in their respective fields of financial and investment planning
© 2019 Parwez Financial Group Ltd