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.
If you would like to have an initial consultation and explore potential solutions for your own needs please click below to book a consultation.
Ontario couple in their 50s are in a very real sense millionaires on paper living on what they see as fragile income In Ontario, a
A man we’ll call Chuck lives in Ontario. Now 50, he wants to retire at the age of 55. An engineer, he takes home $6,500 per
Their wealth is in their house, RRSPs and TFSAs Situation: Couple, 58 and 62, worry their resources may not carry them through retirement Solution: Downsize house, pay
They are light on financial assets, but a $100,000 cash inheritance, no debts and one good job pension gives them a great base to start
Herb has two years until he turns 60; he will either have to get another job or the couple will have to rein in costs
A tech worker in his 50s, Max did get another job, but had to take 30% pay cut Situation: Concern about debt hangs over middle class
They also want to give their two children $30,000 each for weddings or a good start in adult life Situation: Couple in mid-30s wants to retire
Couple think they’ve made a good choice by investing heavily in real estate, but they pay out more renting than they take in on two
With most of their money locked up in real estate and no pensions, B.C. couple must choose the right property to sell Situation: Couple has
The key to the discretionary spending she wants is three more years of work and boosting her investment returns Situation: Three years from retirement, woman needs
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