Buying your first home
Find out what you can afford to spend on a mortgage and set limits that will prevent you from overspending. Then shop around to get the best mortgage rate.
Approaching retirement As you near retirement, it’s time to review your investments and dial down the risk. Look at different retirement spending scenarios with your adviser to see which one is right for you. You may find that making small changes, such as downsizing, selling one of your cars, or renting out the basement, could mean retiring earlier.