Posts Tagged ‘Financial Makeover’
Managing a Budget in an Expensive City: A Boomer & Echo Financial Makeover
Susan Wilson (28) landed a position doing communications and marketing for a major charitable organization. She earns $68,000 and has full benefits. Susan moved from a smaller town to Toronto but, even with a bigger paycheque, she now has less disposable income because of the higher cost of living. She is more mindful of her…
Read MoreDiversifying Assets for a Balanced Portfolio: A Boomer & Echo Financial Makeover
Sean Cooper (30) is a full-time pension advisor for a global pension benefits consulting firm earning $50,000 per year. He also earns approximately $20,000 per year as a freelance financial writer. Sean has channeled much of his income into paying off his mortgage. His goal is to reach financial independence by his mid-30’s. Current Assets…
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