Starting over and fast-tracking plans
DIANNE MALEY | Globe and Mail | Published
We asked Jason Heath, a consultant with E.E.S. Financial Services Ltd. in Markham, Ont., to look at Norm and Nancy’s situation.
What the Expert Says
Mr. Heath says Norm and Nancy can retire according to plan when he is 60 and she is 55. That will mean six more working years for him and 13 more for her.
Alternatively, they could retire at the same time if Norm worked an extra three years and Nancy worked four years less; he’d be 63, she’d be 51.
“This is a lifestyle decision for them to consider,” Mr. Heath says. read full article
This article is intended for educational purposes only and does not constitute personalized advice. The strategies and information discussed may not be suitable for your individual situation or may not be up-to-date and current. Please seek guidance from a licensed professional for advice specific to your circumstances.
Blog Contributors
Recent Posts
Subscribe to our newsletter
Want to stay up to date with our most recents articles?
Sign up below to receive emails whenever we have a new story!