Retirement Planning

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Preparing for retirement is an important milestone — one that comes with both excitement and important decisions. Whether retirement is just around the corner or still a few years away, taking proactive steps now can help you feel more confident and in control of what’s ahead.

Steps to Get Started

1. Review and maximize your retirement contributions

Start by reviewing your current retirement plan contributions. Make sure you’re taking full advantage of the Company match, as this is a key part of building your savings. If you’re eligible, consider catch-up contributions to help boost your retirement savings and stay aligned with your long-term goals.

2. Understand Medicare enrollment and eligibility

As you approach retirement, it’s important to plan for your healthcare needs. Learn about Medicare enrollment timelines and eligibility requirements to avoid gaps in coverage or penalties. For personalized guidance, you can connect with the Employee Assistance Program through Telus Health.

3. Put important legal protections in place

Planning ahead also means making sure your legal documents are up to date. With LegalShield, you can get help creating or updating essential documents such as a will, trust, power of attorney, and living will — giving you and your family added peace of mind.

4. Protect your identity and assets

Safeguarding your financial future is just as important as building it. IDShield offers tools and support to help monitor and protect your identity and personal information.

5. Use Life Concierge support for retirement planning

The Life Concierge through Overalls can help you navigate day-to-day needs leading up to and throughout retirement. From lifestyle planning and resource coordination to guidance on next steps, they provide personalized support to make the transition smoother and more manageable.