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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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
Move has eliminated enough stress that Melissa now wants to work longer than planned, boosting retirement savings A couple we’ll call Melissa, 45, and Larry,
Step one: diversify her portfolio. A woman we’ll call Lucy, 60, lives in Alberta. Retired after 38 years as an administrator in the energy industry,
Vivian has no cash in the bank, no TFSAs and no RRSPs and often dips into her $70,000 HELOC to pay expenses A woman we’ll
Just to survive, Helen needs a bigger pool of savings on which to draw In Ottawa, a woman we’ll call Helen, 60, is struggling to
At 60, Abby needs a job or her savings will be quickly eroded In southern Ontario, a woman we’ll call Abby, 60, has a small
In Part 1 of this video Eliott Einarson, CFP and partner at Exponent Investment Management, summarizes the steps of preparing a retirement income plan providing
Eliott Einarson is a regular contributor in the National Post’s Family Finance column, providing retirement advice to Canadians. This situation is about a single woman at the cusp of retirement and looking for solutions to meet her needs. She feels she won’t need her large house and wants to move into a smaller condo. By doing so she can eliminate her mortgage, reduce some expenses and free up some additional cash flow. Eliott works with her on building a retirement income plan that can last well into her 90’s.
Out of work, couple in early 60s are having to run down savings built over decades of work In Alberta, a couple we’ll call Barry,
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