| LifeCycle Stage 4 - Age 66 and over | | | POST RETIREMENT Hello, My name is Marianne. I'm 70 and living the good life in retirement. My husband Walter and I spend the winter months in Spain enjoying the warm weather and beautiful Spanish culture. In the summer we return home to our cottage located in the Pontiac Township of Eastern Quebec. We enjoy spending time with our children and grandchildren.At this stage in our life we are relaxing and enjoying the comforts we have earned after all the years of hard work. My areas of concern are: Making sure we earn the maximum income from our investments; ensuring that we do not outlive our savings; minimizing taxes; developing a proper estate plan. We would also like to ensure that we do not become a burden to our children – in fact, we would like to leave something behind for our children and grandchildren, and need a tax minimizing strategy to do so. If you share any of these questions then we can help you with your financial planning needs. Email or call Sheldon 613-369-4670 to secure your financial future today. “Customized Investment Solutions for Women Business Owners”
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