Buying a home, starting a family, or going back to school – these milestones shape your finances and your future. Your retirement plan is designed to adapt around them.
In this video, you’ll learn how to use specific tools and strategies to adapt your savings while protecting your long-term goals.
- The Home Buyer’s Plan and how it works as a short-term “loan from yourself”
- The Lifelong Learning Plan for education and training – and the importance of repayments
- Adjusting contributions during childcare or parental leave without losing progress
- Updating beneficiaries during separation or divorce to protect loved ones
