These are your so-called “Golden Years” when you start to enjoy the fruits of your labour. This is the time when you typically want to travel or make use of the vacation property you've purchased. It is important to realize your retirement goals, however you must plan appropriately for long term issues and realities.
We can assist you in a number of ways:
* Continuation of Asset Consolidation. * Tax effective withdrawal of income from available sources. * Downsizing your living accommodations. * Financial considerations to fund seniors residences. * Generational Transfer Counseling.
James Colton B.PE (Honours), EPC