Retiring Now? 7 Financial Moves You Can Still Make

Send us Fan Mail Evan and Sam walk through the financial planning levers you can still pull when your retirement date is already locked in — covering withdrawal order and tax efficiency, CPP/OAS timing, TFSA strategy in retirement, portfolio risk and fees, budgeting for major purchases, reviewing insurance needs, and updating your will and power of attorney. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Retirement Readiness Scorecard - A free 5-minute scorecard that shows how ready you are for retirement and where you may still have gaps to address. 💰Get your money organized - Full Financial Picture Spreadsheet