Eliott is a regular contributor, in the National Post’s Family Finance column, providing financial advice to Canadians. Eliott specializes in retirement planning and understands that each retirement situation is unique and uses his expertise and a detailed process to create a personalized approach to retirement planning. Many factors are unique to each retirement, and his thorough financial planning process leads to long-term success, helping clients understand their options and achieve their dreams. The key is to plan for an efficient long-term retirement income from all sources and implement that plan in a way that is not going to be changed due to market conditions.
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Curtis’s pensions and current investments aren’t enough to reach his goal, yet he is more anxious about his finances than he needs to be In
A couple we’ll call Chris and Crystal, both 56, live in British Columbia. They are specialists: Chris in computational mathematics and Crystal in biosciences. They
The pandemic has hit their current income, but if they follow this plan, they can travel, buy a cottage and retire with almost $12,000 in
This plan will let them move somewhere warm in Central America so they can escape the winter slog In Ontario, a civic development consultant we’ll
They would like to retire in 11 years when they are both 59 with an income of $60,000 per year after tax; it won’t be
Dennis will lose about $7,000 in after-tax income per year if he pursues a PhD In Alberta, a man we’ll call Dennis, 35, has several
Staying in the workforce for five more years makes all kinds of financial sense for Olivia In B.C., a woman we’ll call Olivia, 65, works
But a plan to spend savings down to zero in old age could leave her poor if she outlives her money. In Alberta, a woman
Part of their dilemma is 68-year-old Duke’s refusal to invest in anything but GICs with pathetic yields Situation: Couple has $3,297,193 net worth, including a leveraged
At 65 she has $261,651 in financial assets and a $58,000 mortgage with 20 years to run A woman we’ll call Nellie, 65, lives in
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