top of page

EMPTY NEST

Your children leaving home, making you an ’empty nester’, will cause changes in your life. It will likely be a sad occasion, but it can also provide new opportunities. This is a good time for you (or you and your spouse) to step back and think about how you want to spend your time in the future and a Carte advisor can help you assess the possible impact that this life change will have on your circumstances and objectives.

THESE ARE SOME OF THE QUESTIONS THAT WE SHOULD CONSIDER

  1. What will be the impact on the family budget with the children gone?

  2. What sort of financial support might the children still need?

  3. Should I consider selling or renovating my home?

  4. Will there be more time for other activities and what would be the cost?

  5. Should I update my estate/retirement plans?

  6. What sort of adjustments to my current retirement portfolios should be made?

  7. Are there any tax implications by becoming an empty nester?

Contact one of our branches.

HEAD OFFICE 

1000-2680 Skymark Ave

Mississauga, Ontario

L4W 5L6

Phone:  (807)628-4084

Fax:  (905)238-8197

Email:  geoff@blueharbourfinancial.com

​

​

​

BRITISH COLUMBIA â€‹

3172 Golden Link Crescent

Vancouver, British Columbia

V5S 4M3

Phone:  (604)437-3600

Fax:  (778)371-9078

Cell:  (604)782-4334

Email:  wayne.canary@cartewm.com

208-73 N. Cumberland Street

Thunder Bay, Ontario

P7A 4L8

Phone:  (807)286-5342

Fax:  (807)623-8690

Email:  geoff@blueharbourfinancial.com

​

​

​

Copyright 2019 © Blue Harbour Financial Inc.

bottom of page