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PURPOSE AND AIMS

 PURPOSE AND OBJECTIVES Article

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Introduction

Catherine Parker, who have just convert at age 71 in this year and living alone without children retiree and worried about her economic matters. Inside the meeting with her I recognized that she has some major and supplementary objectives. Through her targets and current financial situation I will project her future profits stream and offer recommendations. Her primary goal is to preserve her current life style and complete herself in the event of any incapacity. Her significant concern are related to her extensive journeying and cultural life style. The other concern related to her own and rent house. She wants to move condo after offering these real estate, the prices of condo in her areas fall between $1 million to $1. twenty-five million which in turn she is taking into consideration, but she actually is indecisive to market her personal property. Her principle property is currently predicted at eight hundred fifty dollars, 000 and three leasing properties beliefs are now $ 2 . a few million. The total maintenance cost for main and rental properties happen to be $10, 1000 and $25, 265 respectively. Besides these types of properties this lady has great personal savings and salary, she is getting $54, a hundred and twenty annually coming from these 3 rental properties, which are her major income source and the additional source of income of her CPP $10, 100 annually including her remainders and old age benefits and payments from Registered Lifestyle Annuity, RRIF and a survivor monthly pension from her husband job. In addition she has investments in RRSP, non signed up accounts, TFSA and government controlled LIF. She also have got shares accreditation which has enough value and she receive reasonable dividends annually. This wounderful woman has substantial cash balances in cashable GIC for $412, 920 with the interest of just one. 9% every year and in her chequing consideration she has $141, 067 devoid of interest. In addition, she have as well as life insurance coverage. The second objective of Catharine is regarding to her will and power of attorney. The previous will was 30 years old...

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