Eldridge Path

Educational assessment

Your home and retirement options

Six quick questions about the home and how it's working today. We'll point you to the options worth reading about. This is general education for Canada — not financial, mortgage, tax, or legal advice, and not a recommendation of any product.

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How old is the homeowner?
Is there still a mortgage or line of credit on the home?
How well does the home suit them today — stairs, bathrooms, upkeep?
Does monthly income comfortably cover the costs of the home?
What would they prefer?
Is family part of the decision?