Canadian Pension Plan (CPP)
National Post Article: Couple shy of retirement goals with $2.1 million portfolio
The National Post asked me to review the finances of Tom and Amanda, a semi-retired couple in their early 60s, who are debt-free, own a $1.9 million home in Southwestern Ontario, and plan to spend $115,000–$120,000 annually in retirement. Tom and Amanda enjoy part-time consulting work, which brings in $24,000 annually before tax, but the…
Read MoreNational Post Article: B.C. couple, both 49, wonder if retiring at 60 is possible
The National Post asked me to review the finances of a B.C. couple who are both 49-years old, wondering if they can retire at 60. George has a full-time position in the public sector, a private business and takes on consulting projects. His wife Elyse is a stay-at-home mom to their two teenage children. One…
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