Warren MacKenzie

Advisor analysis – Warren MacKenzie

Planning and Advice

Advisor analysis – Warren MacKenzie

Karen and Sam have two major objectives: to maintain their current standard of living in retirement and to care for their disabled daughter. They’ve done well to accumulate a net worth of about $1.65 million, after capital gains tax. But the numbers don’t add up for them to maintain their lifestyle if they retire now and never work again.

By Warren MacKenzie |May 30, 2013

2 min read

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