Review - where all of their needs are taken into account...

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Review After reviewing the financial situation for Mr. and Mrs. Doe, it seems that their retirement plans are on track and in order. Because of Mr. Doe’s income stream and previous investments retirement will be alot easier for them to transition to then for other couples in a lower income bracket. One recommendation I do have is to invest Mrs. Doe’s savings account as it only has the ability to return 0.5% of interest and that is not the best option for her. Another point of interest is the fact that Mr. and Mrs. Doe were both planning to move to their cottage when in their retirement years. With that in mind, it might be an idea to look into that they sell the house if they feel it is in their best interest to do so. After looking at the numbers provided to me I feel as though they will have a retirement
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Unformatted text preview: where all of their needs are taken into account and everything they wished to accomplish will be. I would like to also make mention of the fact that there will be some extra investment room if they wish to help save a trust fund for their grandson so that he may have some extra funds to help go to a post secondary institution. I also realized that they decided to go with a moderate approach to investing their money. I understand that they do not have the burden of mortgages on both of their houses or very much financial stress, if any. This is due mainly because of Mr. Doe’s financial stability. I believe that they should pursue a much more aggressive portfolio approach....
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