After a mid-career layoff, is Celina, 50, better off taking her pension in cash?
Open this photo in gallery: Hector, 60, and Celina, 50, have a mortgage-free house and three young adult…
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…
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…