Kurt and Eloise want to help their daughter buy a home. How can they free up cash?
Open this photo in gallery: Kurt, 69, and Eloise, 64, want to help their 40-year-old daughter, a single…
How much should Jodi, 74, spend in retirement without leaving a big estate?
Open this photo in gallery: Jodi’s tentative retirement spending goal is $90,000 a year after tax.Sammy Kogan/The Globe…
At 44 years old, can Taye retire from his government job as early as next year?
Open this photo in gallery: Taye and his wife, Gigi, both 44, have two teenage children and a…
How should Vince and Mindy wind down their $500,000 corporate account in retirement?
Open this photo in gallery: Vince and Mindy’s retirement spending goal is to maintain their standard of living…
With nearly $3.3-million in savings, what’s the most tax-efficient way for Tammy to draw down her RRSP?
Open this photo in gallery: Tammy, a self-directed investor with a large allocation in equities, is 64 and…
Can Morton, 69, passively rely on his pensions, RRSPs, CPP and OAS and still maintain his lifestyle?
Open this photo in gallery: Morton wants to maintain his lifestyle during retirement and give each of his…
How should Sid, 55, and Sherry, 46, draw down retirement savings given their age gap?
Open this photo in gallery: Sid and Sherry have a retirement spending goal of $80,000 a year after…
Should recently widowed Curtis, 55, draw from RRSPs before tapping into taxable investments?
Open this photo in gallery: Curtis wants to retire early from his job in software sales. He has…
Will Ellen, 62, need to downsize after retiring next spring?
Open this photo in gallery: Ellen hopes to retire next spring, while Roger plans to work for another…
How should Stan, 75, and Mabel, 67, divide their substantial savings to minimize taxes?
Open this photo in gallery: While Stan and Mabel know they can afford to take it easy, they…
Should Ann-Marie, 60, sell her condo so she can spend $100,000 a year in retirement?
Open this photo in gallery: Ann-Marie owns a condo worth about $950,000 that still has a $345,000 mortgage,…
Can Warren, 62, retire in two years while maximizing his RRSP and TFSA?
Open this photo in gallery: The couple has a mortgage-free house in Quebec and about $1.4-million in registered…