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Browsing Tag

financialfacelift

25 posts
PPersonal finance
Can Luther, 52, and Bethany, 49, retire in a few years and still leave a big inheritance?
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Can Luther, 52, and Bethany, 49, retire in a few years and still leave a big inheritance?

  • August 29, 2026
Open this photo in gallery: Luther earns $237,000 a year as a manager in the private sector and…
PPersonal finance
How can Mandy, 64, and Syed, 65, make the most of their hard-earned savings in retirement?
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How can Mandy, 64, and Syed, 65, make the most of their hard-earned savings in retirement?

  • August 14, 2026
Open this photo in gallery: Mandy and Syed have two adult children, a mortgage-free house in Toronto and…
PPersonal finance
Now single, can Randy, 61, afford to help his niece and nephew financially?
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Now single, can Randy, 61, afford to help his niece and nephew financially?

  • July 31, 2026
Open this photo in gallery: With a net worth of $5.6-million and no children of his own, Randy…
PPersonal finance
How should Faye, 68, and Ava, 60, draw down their RRSPs given their $108,000 spending target?
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How should Faye, 68, and Ava, 60, draw down their RRSPs given their $108,000 spending target?

  • July 24, 2026
Open this photo in gallery: Faye and Ava’s retirement spending goal is $108,000 a year after tax, rising…
PPersonal finance
Nala, 63, fears Alberta separatism could affect her home value. Should she change her retirement plan?
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Nala, 63, fears Alberta separatism could affect her home value. Should she change her retirement plan?

  • July 10, 2026
Open this photo in gallery: Nala, 63, is a member of a public-sector defined benefit pension plan, partly…
PPersonal finance
Can Murray, 58, and Sylvia, 57, retire and still provide needed support for their kids?
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Can Murray, 58, and Sylvia, 57, retire and still provide needed support for their kids?

  • July 3, 2026
Open this photo in gallery: Murray and Sylvia’s main concern is whether retiring immediately would jeopardize their long-term…
PPersonal finance
Shaye, 62, expects to lose her job next year. Should she retire or look for another role?
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Shaye, 62, expects to lose her job next year. Should she retire or look for another role?

  • June 26, 2026
Open this photo in gallery: Shaye has a registered retirement savings plan valued at $350,000 and a tax-free…
PPersonal finance
What’s the most tax-efficient way for Sonali, 70, to draw funds as her husband needs more health care?
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What’s the most tax-efficient way for Sonali, 70, to draw funds as her husband needs more health care?

  • June 19, 2026
Open this photo in gallery: For more tax-efficient corporate withdrawals, Sonali should work with a professional to make…
PPersonal finance
After paying off a large debt, can Ivan, 63, retire this year?
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After paying off a large debt, can Ivan, 63, retire this year?

  • June 12, 2026
Open this photo in gallery: The 63-year-old’s assets include $555,000 in a RRSP plus $380,000 in a defined…
PPersonal finance
Can Fiona, 51, afford to take early retirement?
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Can Fiona, 51, afford to take early retirement?

  • May 29, 2026
Open this photo in gallery: Sylvester, 55, earns $176,000 a year working in tech and Fiona, 51, earns…
PPersonal finance
Are retirees Amit and Keira, both in their 70s, too exposed to the stock market?
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Are retirees Amit and Keira, both in their 70s, too exposed to the stock market?

  • April 24, 2026
Open this photo in gallery: Amit, 75, and his wife, Keira, 76, retired in their early 60s and…
PPersonal finance
Are Einar and Jamila saving enough to retire and ensure their disabled child’s financial security?
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Are Einar and Jamila saving enough to retire and ensure their disabled child’s financial security?

  • April 17, 2026
Open this photo in gallery: Einar, 48, earns $170,000 a year in a technical field, while Jamila, also…
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