This article was originally published on The Globe and Mail.
Louise is a 59-year-old self-employed performance artist who is looking to slow down in the next few years and retire at age 65. Her financial goals include some home renovations, paying off her mortgage, buying a new car, building a small cabin, and retiring with $42,000 per year.
However, Louise recently learned that her investments have not been providing favourable returns, prompting her to look at her financial situation and think about how she can retire within the next five years and fund her goals.
Josh Miszk, Vice President of Investments at Invisor, reviews Louise’s financial situation, and provides her with a plan for achieving her goals and retiring with $42,000 per year.
Read Josh’s recommendations here.