Immediate pre-retirement and retirement - "much better late than never ..."

This group describes couples who have decided to retire or are already retired. They do not expect to receive any more exertion income and need to rely on accumulated investment wealth to meet their lifestyle aims. They are likely to have at least $2 million of investment wealth and own their residence outright.

Any children are now likely to be largely financially independent on a day-to-day basis but weddings, grandchildren and help to purchase property could require sizeable expenditure.

 
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