Introduction
FREE PREVIEWMint.com introduction
Quicken
Demo of Mint.com
The golden opportunity when outflows decline
Outflows that automatically decline
Outflows that don't automatically decline
Introduction
Meet the Simpsons
Current year spending
Current year spending sorted
10 year spending projection
Effect on net worth
Introduction
RRSP vs TFSA
RRSP vs pay down debt
Demo of RRSP vs Pay Down Debt Calculator
Advantages of paying down debt
RRSP vs regular investment account
Demo of Procrastinator's Number Cruncher
Introduction
Pension income amount
Pension income splitting
Spousal RRSPs
Your retirement age decisions
Your retirement age
Your length of retirement
What Statistics Canada says
Life expectancy estimator
Introduction
Demo of accumulation and decumulation returns
GICs vs inflation
Introduction
Advantages and disadvantages of RRIFs
Advantages and disadvantages of annuities
Annuity types
How much do annuities pay?
Demo of Annuity Return Calculator
Combination strategy
How much will you spend during retirement?
Demo of Procrastinator's Number Cruncher after retirement
How to save time with macros
Demo of Procrastinator's Number Cruncher continued
Introduction
Health costs not covered
Six travel insurance tips
Housing choices for seniors
Taxes on death
Probate fees
Maximizing your inheritance
T S11E5 A great end of life guide
Demo of Estate Planning Record Keeper
Introduction
Credit card balance transfers
Credit card revolvers
Debt reduction methods
Demo of What's the Cost Website
Effect of carrying a mortgage into retirement
Your home as a source of funds
Introduction
Credit card resources
Conclusion
Quiz for verifiable CPD
