Money matters

If you’re thinking about how to fund your retirement, you’re in the right place. We tap into expert advice to help you with retirement finances and more.

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Download the ultimate retirement planning resource bundle for Canadian education workers

We’ve packaged up our best retirement planning resources to
help you get retirement ready with confidence.

  • Retirement planning checklist
  • Template retirement letter
  • Your life by design ebook
  • Procrastinator’s guide to retirement
  • Esprit – our membership and insurance guide
  • Insurance comparison checklist
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Latest money matters news, videos and resources

How to make tax time more manageable in retirement
How to make tax time more manageable in retirement

It’s that time of year – days are getting longer. Maple syrup season is upon us. And we’re getting ready to file our taxes. Doing […]

3 mistakes people make when choosing travel insurance coverage
3 mistakes people make when choosing travel insurance coverage

Travel remains a top priority for many RTOERO members – both retired and actively employed. More than half of respondents to the 2023 Future Retirees […]

Travel insurance for Canadians: Questions and answers 
Travel insurance for Canadians: Questions and answers 

Insurance can be a mystifying topic, and travel insurance is no exception. We’ve developed this Q&A on travel insurance for Canadians based on the questions […]

Webinar: Social purpose and philanthropy
Webinar: Social purpose and philanthropy

The RTOERO Foundation welcomed Betty-Anne Howard in November 2022 for a conversation about what it means to have purpose in our lives and why this […]

Webinar: Strengthening your financial capability
Webinar: Strengthening your financial capability

This webinar was presented in August 2022 featuring Kevin Maynard (CFEE) and Suzie Graham (IG Wealth Management) and covers financial best practices and tips and […]

3 Canadian retirement planning spreadsheets you need
3 Canadian retirement planning spreadsheets you need

With all the information and advice out there about financial planning for retirement, it’s unsurprising if it feels a bit stressful. How do you know […]

Retirement income: sustaining your finances in retirement
Retirement income: sustaining your finances in retirement

Retirement income – if you’re 60+ in Canada, this topic is probably top-of-mind. And we hope it’s on your radar if you’re younger. It’s never […]

Insurance plans for retirement: consider these 5 things
Insurance plans for retirement: consider these 5 things

Insurance for retirement tops the list of topics of interest for future retirees, according to our research with employees from Canada’s education sector.  And it’s […]

Electric cars: 4 reasons to consider making the change
Electric cars: 4 reasons to consider making the change

It’s no secret that getting a new car has been a challenge with disruptions to the supply chain. We’ve also seen the cost of used […]