Should Reba, 63, tweak her portfolio to bolster her retirement goals?
Open this photo in gallery: Reba, 63, has a defined-benefit pension plan that will pay about $27,600 a…
Bob and Mavis, both 75, donate $300,000 a year to charity. Who should help them with their financial planning?
Open this photo in gallery: Bob and Mavis’s retirement spending goal is $72,000 a year after tax, not…
How soon can Simon, 49, and Samantha, 45, retire?
Open this photo in gallery: Simon and Samantha are diligent savers with four children and would like to…
Can Moira, 57, retire in three years and still leave an inheritance for her kids?
Open this photo in gallery: Moira wants to retire by the time she is 60, but Matt wants…
Can Neetu retire before 65 and still give her daughter a big inheritance?
Open this photo in gallery: Neetu’s goal is to leave her house, her TFSA and any remaining money…
Is it realistic for Ferdinand, 51, and Alice, 50, to retire in a few years?
Open this photo in gallery: Alice and Ferdinand want to know if ‘Freedom 55’ is possible for them.Chad…
Can Luther, 52, and Bethany, 49, retire in a few years and still leave a big inheritance?
Open this photo in gallery: Luther earns $237,000 a year as a manager in the private sector and…
How can Mandy, 64, and Syed, 65, make the most of their hard-earned savings in retirement?
Open this photo in gallery: Mandy and Syed have two adult children, a mortgage-free house in Toronto and…
Now single, can Randy, 61, afford to help his niece and nephew financially?
Open this photo in gallery: With a net worth of $5.6-million and no children of his own, Randy…
How should Faye, 68, and Ava, 60, draw down their RRSPs given their $108,000 spending target?
Open this photo in gallery: Faye and Ava’s retirement spending goal is $108,000 a year after tax, rising…
Nala, 63, fears Alberta separatism could affect her home value. Should she change her retirement plan?
Open this photo in gallery: Nala, 63, is a member of a public-sector defined benefit pension plan, partly…
Can Murray, 58, and Sylvia, 57, retire and still provide needed support for their kids?
Open this photo in gallery: Murray and Sylvia’s main concern is whether retiring immediately would jeopardize their long-term…