The Johnsons

The Johnsons: Received An Inheritance

"My parents were always good with their money. We'd like to do the same."

David: It's been a tough few years. First Mom passed away in '08 and then Dad about 10 months ago. The estate was just settled and my brother and I each received about $450,000.

Marie: David's parents didn't have the chance to go to university so they wanted to make sure their two grandchildren (Abby and Katie) went to school. They started an Education Savings Plan for each of them a few years ago so I know they'd want us to continue contributing.

David: Both of my parents passing on so young has made mortality more real. We're going to get our wills done and we'd like to get life insurance to make sure Abby and Katie are taken care of should something happen to us.

Marie: The inheritance is enough to pay off our mortgage, but I don't have a pension so we're not sure if we should invest the money instead. Maybe we could do a little of both?  The Financial Plan provided by Wealth Strategies helped clarify what the best strategies were.

David: Suddenly we have a lot of money sitting in our bank account and I know my parents would want us to spend it wisely. We'd like an advisor to guide us through these important decisions and at the same time help better manage our cashflow.

 

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