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Retirement
Financial Position
Assets
Both of you have no addition pension aside from the government benefits.
Jay's Investments: $250,000 in a balanced mutual fund
Gloria's Mississauga condo: $250,000+$1000 mth rental income, $450 mth condo fee
Primary Residance: $2,200,000
Financial Plan
Achieve your goals
Opportunity
What you enjoy doing?
You both enjoy travelling - mainly to Columbia, once a year.
If you don't go annualy, Gloria's whole family will come visit-you don't want that Jay.
I would recommend a new will for your current situation
Employment Info
Jay Concerned about Claire taking over business
Jay is a successful business man and owns his own Toronto-based company -Pritchett’s Closets Inc. - a Closet Design and Sales Company. Avg. Salary $250,000
Claire (43) Jay's daughter from previous marriage will eventually take over the business.
Gloria doesn't work, used to be a hair desser.
PERSONAL INFO
Marriage
2 kids currently live with you:
16 yr old Manny (Gloria's child from first marriage)
18 mth old Joe (Your first child together)
Claire, 43 and Mitchell 41 (Jay's kids from last marriage)
Jay (65) and Gloria (39) have been married for 3 years; second marriage for both.
No set planned retirement date
Financial Position
Insurance and Risk Profile
Jay: $500,000
Manny: $25,000
Both Jay and Gloria are smart and in general are risk tolerant. Gloria is probably more risk tolerant than Jay.