$1 million in assets, but concerned about cash

Robyn Thompson is regularly featured in The Toronto Star’s “Money Makeover” series by Deanne Gage. Money Makeover takes a look at Mary Lou, a 65-year-old widow with a portfolio valued at more than $1 million.

She is uncertain about how much income to withdraw from her investments to meet her lifestyle expenses, but also last her through her golden years.

$1 million in assets, but concerned about cash was last modified: January 30th, 2017 by robyn