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Browsing Tag

financialfacelift

51 posts
BBusiness
Can this Vancouver couple in their 50s retire in five years and help their kids buy a home?
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Can this Vancouver couple in their 50s retire in five years and help their kids buy a home?

  • February 28, 2026
Open this photo in gallery: Jennifer Gauthier/The Globe and Mail Quentin is 50 years old and his wife…
PPersonal finance
After a mid-career layoff, is Celina, 50, better off taking her pension in cash?
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After a mid-career layoff, is Celina, 50, better off taking her pension in cash?

  • February 21, 2026
Open this photo in gallery: Hector, 60, and Celina, 50, have a mortgage-free house and three young adult…
PPersonal finance
With nearly $2-million, can Tatiana, 64, stop worrying about money and help her kids now?
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With nearly $2-million, can Tatiana, 64, stop worrying about money and help her kids now?

  • February 14, 2026
Open this photo in gallery: Tatiana has two adult children from her first marriage, a mortgage-free condo and…
PPersonal finance
How should Edmundo, 68, chart a new financial path after losing his spouse?
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How should Edmundo, 68, chart a new financial path after losing his spouse?

  • February 7, 2026
Open this photo in gallery: Edmundo’s retirement spending goal is $110,000 a year after tax, rising with inflation.TANNIS…
PPersonal finance
Darren and Merella want to spend $180,000 a year in retirement. Should they sell their properties?
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Darren and Merella want to spend $180,000 a year in retirement. Should they sell their properties?

  • January 31, 2026
Open this photo in gallery: Merella, 63, and Darren, 72, have a house in the Greater Toronto Area…
PPersonal finance
Why Cyril, 65, and Dina, 59, must downsize to make the most of their retirement
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Why Cyril, 65, and Dina, 59, must downsize to make the most of their retirement

  • January 17, 2026
Open this photo in gallery: Cyril and Dina have a retirement spending goal of $80,000 a year after…
PPersonal finance
How Kelvin and Rosita, both 64, can transfer wealth to their four kids with an estate freeze
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How Kelvin and Rosita, both 64, can transfer wealth to their four kids with an estate freeze

  • January 10, 2026
Open this photo in gallery: Kelvin and Rosita have a mortgage-free house in the Greater Toronto Area and…
PPersonal finance
As Ross, 62, nears retirement, how can he minimize taxes now – and for his estate in the future?
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As Ross, 62, nears retirement, how can he minimize taxes now – and for his estate in the future?

  • January 3, 2026
Open this photo in gallery: Assuming Ross retires now and 2026 is his first low-income year, he should…
BBusiness
Kurt and Eloise want to help their daughter buy a home. How can they free up cash?
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Kurt and Eloise want to help their daughter buy a home. How can they free up cash?

  • December 20, 2025
Open this photo in gallery: Kurt, 69, and Eloise, 64, want to help their 40-year-old daughter, a single…
PPersonal finance
How much should Jodi, 74, spend in retirement without leaving a big estate?
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How much should Jodi, 74, spend in retirement without leaving a big estate?

  • December 12, 2025
Open this photo in gallery: Jodi’s tentative retirement spending goal is $90,000 a year after tax.Sammy Kogan/The Globe…
PPersonal finance
At 44 years old, can Taye retire from his government job as early as next year?
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At 44 years old, can Taye retire from his government job as early as next year?

  • December 6, 2025
Open this photo in gallery: Taye and his wife, Gigi, both 44, have two teenage children and a…
PPersonal finance
How should Vince and Mindy wind down their $500,000 corporate account in retirement?
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How should Vince and Mindy wind down their $500,000 corporate account in retirement?

  • November 29, 2025
Open this photo in gallery: Vince and Mindy’s retirement spending goal is to maintain their standard of living…
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