WEBINAR: The Basics of Financial and Estate Planning in Times of Crisis
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
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,
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
If you’re reading this, it means you’ve reached the stage of life where you’re ready to start planning for retirement. While most experts suggest to
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
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