Life Story Couple

Fifteen years apart

You married someone fifteen years older. Everything about the money happens twice, a long way apart, and one of you is very likely to spend a quarter of a century on the far side of it.

This is that plan, from the year they retire to the year she stops needing it.

Appreciating Asset Liability Earned Income Passive Income Tax Efficient Capital Gains Retirement Planning Home Ownership
Employment ISA Investments Savings Account Property Expenses Long Term Care
Fifteen years apart
5 Goals

One household, two retirements a decade apart, two spells of care, and twenty five years on the far side of the first death.

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