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Discover Library
Search this library to find research and resources from across the financial empowerment field.
Discover financial empowerment resources
Search this library to find research and resources from across the financial empowerment field.
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Discover financial empowerment resources
Search this library to find research and resources from across the financial empowerment field.
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Thriving in the City: A Framework for Income and Health in Retirement
Wellesley Institute’s Thriving in the City1 framework is a valuable tool for understanding what resources an individual needs to live a healthy life and assessing how the current policy environment meets these needs. While the previous report focused on working-age adults (25-40 years old),2 this...
Publication Date: May 21, 2025
Topic: Best practices, Financial well-being
Author: Arman Hamidian, Kwame McKenzie, Nazeefah Laher, Nishi Kumar, Seong-gee Um, Sukhmeet Singh
Publisher: Wellesley Institute
Content Type: Research
Format Type: Report, Reports/Articles
Tag: CPP, Health, OAS, Research, Retirement planning, RRSP, Saving, Seniors, TFSA
Location: Canada
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An intelligent Martian asks a question that we can’t answer
In this blog, John Stapleton breaks explains income security and personal tax systems in Canada in the simplest way...
Publication Date: September 24, 2023
Topic: Financial well-being, Tax filing and benefits
Author: John Stapleton
Publisher: Open Policy Ontario
Content Type: Miscellaneous
Format Type: Article, Reports/Articles
Tag: Behavioral economics, CPP, EI, Guaranteed income, Income tax, OAS, Tax credits
Location: Canada, Ontario
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How to plan your income sources in retirement
Take stock of your RRSP, annuities, benefits, and whether you want to rely on your home as a source of retirement...
Publication Date: February 16, 2023
Topic: Asset building and saving
Author: Ontario Securities Commission
Publisher: Ontario Securities Commission
Content Type: Research
Format Type: Fact sheet, Guides
Tag: Access to benefits, Annuities, CPP, Guaranteed income, household income, Investments, Retirement planning, RRSP, TFSA
Location: Canada, Ontario
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