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- Carl and Nora are beginning their retirement with a substantial portfolio and comfortable pensions
- However, the recent drop in their monthly income has given them pause for thought
- How do they switch their growth-oriented portfolio to income generation?
Reader Portfolio
Carl and Nora
65 and 60
Description
Isa, pensions, general investment account and property
Objectives
Produce a good income, make up for lost salary and support adult children onto the property ladder
Portfolio type
Investing for income
The early stages of retirement are often a period of transition. As you decide what you want the next stage of your life to look like, with new hobbies, ambitions and travel opportunities opening up, your finances might need a refresh too.