> OMERS - Home > Retirees > Financial planning in retirement

Financial planning in retirement

Financial planning is crucial to getting the most out of your money to support your goals in life.

Issues central to financial planning in retirement include:

spend now or spend later
creating a budget
working in retirement
managing credit
estate planning
investment strategies
borrowing against the equity in your home.

This section covers some financial planning basics, as well as, OMERS-related financial issues, such as, income tax and your OMERS pension and OMERS survivor benefit.