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Budget Assistant Tool


Your Monthly Income and Expenses Summary


Your Monthly Income


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GOVERNMENT BENEFITS

CPP/QPP (Canada/Quebec Pension Plan)

Old Age Security (OAS)

Guaranteed Income Supplement (GIS)

Post-Retirement Benefit, Disability Benefit & Other Government Benefits
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Post-Retirement Benefit

If you continue to work while receiving your CPP retirement pension, your CPP contributions will go toward post-retirement benefits, which will increase your retirement income.


FUNDS FROM YOUR RETIREMENT SAVINGS

Registered Retirement Savings Plan (RRSP)

Registered Retirement Income Fund (RRIF)

Life Income Fund (LIF) & Locked-In Retirement Income Fund (LRIF)

Dividends, Interest, Capital Gains From Your Investments And Other Annuities


Company Pension Income


Employment Income


OTHER SOURCES OF INCOME

Rental Income

Other (Alimony Payments, Trust Fund Income, Royalties)

Estimated Total Income










Disclaimer:
This tool is confidential. Chartwell does not compile or store your information.
This tool has been developed to assist in budgeting for retirement living, not LTC, CHSLD, or extended care homes.
Please note that Chartwell does not provide tax or financial advice and recommends seeking the assistance of a professional tax and financial advisor.