SETTING THE GOAL FOR RETIREMENT
THE SITUATION
Tim and Jo are 51 and 55 years old. They’re both self-employed and own their own home. Tim’s been running his company for 20 years; Jo is a midwife.
Together, their household income is about $300,000 per year.
Until this point the pair focused all their efforts on becoming mortgage-free, which they were not far off. But, since they were nearing retirement, they wanted to see if investment properties could help them prepare for the future.
