Start with the whole picture
Build your first retirement forecast
For people new to retirement planning.Learn what a forecast can explore, which rough estimates are useful and how planning changes over time.
1Make a first forecast2How planning changes3The numbers to start with4How much might I need?5Housing and your plan
Suggested sequence
Learn one decision at a time.
Read in order, skip ahead or use one article to answer today’s question.
- 1Available · 5 min readRead
How Do I Make My First Retirement Forecast?
Understand the questions a first retirement estimate can help you ask.
- 2Available · 5 min readRead
How Retirement Planning Changes Over Time
Find the part of retirement planning that matters most today.
- 3Available · 6 min readRead
Start With Spending, Savings and Income
Gather a useful first estimate without needing perfect information.
- 4Available · 8 min readRead
How Much Money Do I Need to Retire in Canada?
Turn a lifestyle and income goal into a useful first savings estimate.
- 5Available · 7 min readRead
How Might Staying, Downsizing or Renting Affect My Retirement Plan?
Separate ongoing housing costs, transition costs and home equity before comparing a change.
Put the idea beside your numbers
Use the related planning tool when you are ready.
The tool lets you explore your own estimates. Reading is optional, and opening it does not choose a strategy or change a saved plan.