Posts Tagged ‘Financial Makeover’

After running a successful business, the O’Sullivan’s want to gradually scale down their involvement before selling, and spend their winters in Arizona. Is this couple on track to meet their retirement goals? Family Profile Jerry (55) and Monica (53) O’Sullivan are self-employed. They live in Sarnia, Ontario. They own a home worth $700,000 with a…

After the birth of their daughter, the Mitchell’s financial priorities have changed.  How can this couple use the sale proceeds from their rental property to kick-start their new financial goals? Family Profile Frank and Tara Mitchell are enjoying a busy family life with 2 ½ year old Lucas and 7 month old baby Mia.  Frank…