Retirement planning

You’ve done so much to support our country’s future by working in education. You deserve support for your future, too—as you prepare for retirement and enjoy the journey. We’re here for that.

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Download the ultimate retirement planning resource bundle for Canadian education workers

We’ve packaged up our best retirement planning resources to
help you get retirement ready with confidence.

  • Retirement planning checklist
  • Template retirement letter
  • Your life by design ebook
  • Procrastinator’s guide to retirement
  • Our membership and insurance guide
  • Insurance comparison checklist
Retirement planning bundle
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Latest retirement planning news, videos and resources

Abstract graphic with a clock, percentage signs and other shapes
2025 retirement insights: The appeal of early retirement persists

For three years, RTOERO’s Future Retirees Survey respondents have shared that they are considering early retirement, yet they are not ready to stop working. More […]

Older adult writing notes in a notebook
Future retirees: To retire or not to retire?

Many education sector workers in Canada may feel ready to retire from their current roles. Still, they are not ready to stop working, according to […]

A biracial older couple cuddling together on a couch and using a tablet to research tax credits available to them.
How to make tax time more manageable in retirement

It’s that time of year – days are getting longer. Maple syrup season is upon us. And we’re getting ready to file our taxes. Doing […]

Recent retire carrying contents of their office in a box as they leave work with a smile on their face
Final year: Month-by-month retirement planning task list

If you’re planning to retire this year, then this article is for you. We’ve broken down the tasks covered in our blog post about everything […]

Education retiree sitting on bed in bedroom and looking at ticket for first trip in retirement
Future retirees: Education workers eyeing career changes, opportunities in retirement

More than half of Canada’s classroom educators and administrators, within five years of retirement, plan to continue working full- or part-time once they retire. More […]

Older adult on a bus talking to a passenger beside them
Time to retire from driving? Considerations and steps

Driving is a symbol of freedom and independence. You can go where you want when you want. And Canada is one of the most car-dependent […]

Couple working on their retirement plan at the dining room table
3 Canadian retirement planning spreadsheets you need

With all the information and advice out there about financial planning for retirement, it’s unsurprising if it feels a bit stressful. How do you know […]

A couple sitting on their couch reviewing their financial plan
Retirement income: sustaining your finances in retirement

Retirement income – if you’re 60+ in Canada, this topic is probably top-of-mind. And we hope it’s on your radar if you’re younger. It’s never […]

Older adult gardening in their yard
Self-care for retiring education workers: How to do it and why

Retirement is an ideal time to design and implement or update your self-care system—it’s a time in life when your ultimate goal can be to […]

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