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Start with the whole picture

Build your first retirement forecast

For people new to retirement planning.

Learn what a forecast can explore, which rough estimates are useful and how planning changes over time.

1Make a first forecast2How planning changes3The numbers to start with4How much might I need?5How spending may change6Savings, contributions and time7Inflation and today's dollars8Housing and your plan

Suggested sequence

Learn one decision at a time.

Read in order, skip ahead or use one article to answer today’s question.

  1. 1
    Available · 5 min read

    How Do I Make My First Retirement Forecast?

    Understand the questions a first retirement estimate can help you ask.

    Read
  2. 2
    Available · 5 min read

    How Retirement Planning Changes Over Time

    Find the part of retirement planning that matters most today.

    Read
  3. 3
    Available · 6 min read

    Start With Spending, Savings and Income

    Gather a useful first estimate without needing perfect information.

    Read
  4. 4
    Available · 8 min read

    How Much Money Do I Need to Retire in Canada?

    Turn a lifestyle and income goal into a useful first savings estimate.

    Read
  5. 5
    Available · 7 min read

    How Might My Spending Change in Retirement?

    Build a useful retirement-spending estimate from the life and costs you expect.

    Read
  6. 6
    Available · 7 min read

    How Do Savings, Contributions and Time Work Together?

    Understand how saving and time share the work of building retirement savings.

    Read
  7. 7
    Available · 7 min read

    How Does Inflation Affect My Retirement Plan?

    Keep spending, income and savings on one understandable dollar basis.

    Read
  8. 8
    Available · 7 min read

    How Might Staying, Downsizing or Renting Affect My Retirement Plan?

    Separate ongoing housing costs, transition costs and home equity before comparing a change.

    Read
See the complete learning path
  1. What Changes If I Retire Earlier or Later?Coming soon

Put the idea beside your numbers

Use the related planning tool when you are ready.

The tool lets you explore your own estimates. Reading is optional, and opening it does not choose a strategy or change a saved plan.

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