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Three mistakes to avoid when planning retirement:
1. Claiming too early: when you claim too early, you could reduce your benefits. Waiting to claim can increase monthly benefit. The right time to claim depends on your health, income needs and overall strategy.

2. Ignoring health care: Healthcare costs are not all covered and those out-of-pocket expenses can really affect your retirement income.

3. Poor tax planning: How and when you draw from your accounts can affect your taxable income and keep away some benefits.

The goal isn’t to simply have enough money- it is to create a strategy that helps your money last and to give you the retirement you deserve.
How to save money in times of uncertainty

How to save money in times of uncertainty

Economic uncertainty can feel overwhelming — but there are steps you can consider. Learn how to keep saving and moving forward. https://www.sunlife.ca/en/investments/how-to-save-money-in-times-of-uncertainty/

Reach out to chat about what moves are right for you.
Top three secrets to retiring early!

Early retirement isn't just about earning more, it is about being intentional with what you do with your money today!
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https://advisor.sunlife.ca/lorna.hainsworth-popper/
How to build your emergency fund

How to build your emergency fund

You can’t predict the next market shift — but you can prepare for it. An emergency fund can help you stay confident during uncertain times. Let’s chat about solutions that could work for you.

👉 https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-build-your-emergency-fund/
Be prepared for whatever your next chapter brings. I can help you reach your financial goals.
Ease into retirement with Sun Life One Plan

Ease into retirement with Sun Life One Plan

Your retirement plan should feel unique and tailored to you. Sun Life One Plan can help bring your goals, investments and income strategy together so you can see what’s possible. Get in touch to start planning your dream retirement. https://advisor.sunlife.ca/lorna.hainsworth-popper

#SunLifeOnePlan #RetirementPlanning

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