With nearly $2-million, can Tatiana, 64, stop worrying about money and help her kids now?
Open this photo in gallery: Tatiana has two adult children from her first marriage, a mortgage-free condo and…
How should Edmundo, 68, chart a new financial path after losing his spouse?
Open this photo in gallery: Edmundo’s retirement spending goal is $110,000 a year after tax, rising with inflation.TANNIS…
Darren and Merella want to spend $180,000 a year in retirement. Should they sell their properties?
Open this photo in gallery: Merella, 63, and Darren, 72, have a house in the Greater Toronto Area…
Why Cyril, 65, and Dina, 59, must downsize to make the most of their retirement
Open this photo in gallery: Cyril and Dina have a retirement spending goal of $80,000 a year after…
How Kelvin and Rosita, both 64, can transfer wealth to their four kids with an estate freeze
Open this photo in gallery: Kelvin and Rosita have a mortgage-free house in the Greater Toronto Area and…
As Ross, 62, nears retirement, how can he minimize taxes now – and for his estate in the future?
Open this photo in gallery: Assuming Ross retires now and 2026 is his first low-income year, he should…
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…