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

Multigenerational family members posing for a photo together in a group outside
Canada’s top insurance for education workers, retirees expands eligibility to include non-dependent family

The benefits of membership just got sweeter for RTOERO members whose immediate family do not have health and dental coverage through their employer or another […]

A biracial older couple cuddling together on a couch and using a tablet to research tax credits available to them.
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 […]

Older couple on vacation in Europe and feeling worry free.
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 […]

A multi-generational family on vacation taking a photo together on a beach
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 […]

A young adult has her arm around her mother and they’re staring out a window in their home
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 […]

Grandparent dancing with grandchild on the lawn of their home
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 […]

Couple working on their retirement plan at the dining room table
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 […]

A couple sitting on their couch reviewing their financial plan
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 […]

Older couple with arms around each other walking on a beach
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 […]