Longevity: Aging Well

People often daydream about their retirement—when they can focus on family, bucket lists and a more relaxed pace. At RBC Wealth Management, we feel your ability to age well involves health, wellness and knowing you have a longevity plan.

After helping many clients make the most of their senior years, we recognize that you need to proactively plan for a long and healthy retirement. We’ve also partnered with industry experts across a broad range of healthy aging factors, including physical and mental health, caregiving support and financial wellness, to help you do just that.

Plan to thrive in your senior years.

For more on Longevity and Aging Well please go to RBC Longevity: Aging Well

Planning For Care As We Age

Watch the discussion on how to plan for longevity and the possibility of needing care, caregiving responsibilities, related financial planning, the growing demand and pressures for care support, and what resources are available.

Planning For Care Webinar

Artie, the Executor Helper

Being the executor of a Will can be difficult. It can take around 18 months, with as many as 70 different tasks, to settle even a simple estate. As an executor, you’ll have to probate the Will (if necessary), protect and distribute assets, pay outstanding debts and taxes, and prepare a final accounting for the beneficiaries of the estate.

A free Artie account can help with a customized executor checklist, pre-filled letters and a personalized dashboard to save your progress.

To create your free Artie account and learn a bit more please go to RBC Artie Tool

Create a Care Plan

A care plan helps families understand and budget for the different types of care an older adult may need. As the population ages, more Canadians are concerned about their health and the well-being of their elderly loved ones.

As more Canadians enter their senior years, it’s increasingly important for them to have a care plan to help manage their lives and those of their loved ones. A care plan is similar to a financial plan but with a focus on ensuring a person’s care needs are met, according to their wishes, should they become seriously ill.

To discover more on creating a care plan please visit Creating a Care Plan

The Cost of Caregiving

Caregiving is a significant component that can have major personal finance consequences at the individual level. Planning is powerful and so are conversations with your family about those plans.

To view more about the cost of caregiving please go to RBC Cost of Caregiving