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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.

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