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Browsing Tag

financialfacelift

6 posts
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…
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…
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