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Browsing Tag

financialfacelift

14 posts
PPersonal finance
Can Morton, 69, passively rely on his pensions, RRSPs, CPP and OAS and still maintain his lifestyle?
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Can Morton, 69, passively rely on his pensions, RRSPs, CPP and OAS and still maintain his lifestyle?

  • November 7, 2025
Open this photo in gallery: Morton wants to maintain his lifestyle during retirement and give each of his…
PPersonal finance
How should Sid, 55, and Sherry, 46, draw down retirement savings given their age gap?
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How should Sid, 55, and Sherry, 46, draw down retirement savings given their age gap?

  • October 31, 2025
Open this photo in gallery: Sid and Sherry have a retirement spending goal of $80,000 a year after…
PPersonal finance
Should recently widowed Curtis, 55, draw from RRSPs before tapping into taxable investments?
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Should recently widowed Curtis, 55, draw from RRSPs before tapping into taxable investments?

  • October 24, 2025
Open this photo in gallery: Curtis wants to retire early from his job in software sales. He has…
PPersonal finance
Will Ellen, 62, need to downsize after retiring next spring?
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Will Ellen, 62, need to downsize after retiring next spring?

  • October 17, 2025
Open this photo in gallery: Ellen hopes to retire next spring, while Roger plans to work for another…
PPersonal finance
How should Stan, 75, and Mabel, 67, divide their substantial savings to minimize taxes?
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How should Stan, 75, and Mabel, 67, divide their substantial savings to minimize taxes?

  • October 10, 2025
Open this photo in gallery: While Stan and Mabel know they can afford to take it easy, they…
BBusiness
Should Ann-Marie, 60, sell her condo so she can spend $100,000 a year in retirement?
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Should Ann-Marie, 60, sell her condo so she can spend $100,000 a year in retirement?

  • October 3, 2025
Open this photo in gallery: Ann-Marie owns a condo worth about $950,000 that still has a $345,000 mortgage,…
PPersonal finance
Can Warren, 62, retire in two years while maximizing his RRSP and TFSA?
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Can Warren, 62, retire in two years while maximizing his RRSP and TFSA?

  • September 20, 2025
Open this photo in gallery: The couple has a mortgage-free house in Quebec and about $1.4-million in registered…
PPersonal finance
How much can Halle and Hank, both 50, pay for their kids’ postgrad studies without risking their retirement?
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How much can Halle and Hank, both 50, pay for their kids’ postgrad studies without risking their retirement?

  • September 12, 2025
Open this photo in gallery: The couple is planning a home renovation in a couple years, and they…
PPersonal finance
Can Tom and Pat, both in their early 40s, retire by 50 and still spend $200,000 a year?
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Can Tom and Pat, both in their early 40s, retire by 50 and still spend $200,000 a year?

  • September 6, 2025
Open this photo in gallery: Tom and Pat are wondering how much they will need to save to…
PPersonal finance
Can Luke, 56, afford to retire soon while paying for his kids’ education?
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Can Luke, 56, afford to retire soon while paying for his kids’ education?

  • August 29, 2025
Open this photo in gallery: Luke and Lori ‘run a pretty tight ship when it comes to spending,’…
PPersonal finance
Worried about market turmoil, do Estelle, 62, and Blake, 54, need to work longer than planned?
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Worried about market turmoil, do Estelle, 62, and Blake, 54, need to work longer than planned?

  • August 15, 2025
Open this photo in gallery: With all her savings tied to financial market performance, Estelle worries about the…
PPersonal finance
How can Seth, 53, and Maeve, 54, reach their goal of spending $120,000 a year in retirement?
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How can Seth, 53, and Maeve, 54, reach their goal of spending $120,000 a year in retirement?

  • August 2, 2025
Open this photo in gallery: Maeve and Seth hope to retire in 2029 or earlier, and defer government…
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