Alberta man needs to sell his house to lock in the $72,000 per year he wants in retirement
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
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.
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
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,
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
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,
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