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
A solid financial plan is the surest way to financial freedom and a must-have to achieve your best retirement outcome. It will help you to
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
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
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