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Browsing Tag

financialfacelift

37 posts
PPersonal finance
How should Tucker, 67, divide his estate between Jeanie, 55, and two children from a past marriage?
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How should Tucker, 67, divide his estate between Jeanie, 55, and two children from a past marriage?

  • May 23, 2026
Open this photo in gallery: Tucker, 67, is drawing in $100,000 a year, and his wife, Jeanie, earns…
PPersonal finance
What’s the best way for Randall and Polina to secure their disabled daughter’s financial future?
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What’s the best way for Randall and Polina to secure their disabled daughter’s financial future?

  • May 10, 2026
Open this photo in gallery: Randall, 59, collects long-term disability insurance of $78,000 a year and his wife…
PPersonal finance
Are retirees Amit and Keira, both in their 70s, too exposed to the stock market?
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Are retirees Amit and Keira, both in their 70s, too exposed to the stock market?

  • April 24, 2026
Open this photo in gallery: Amit, 75, and his wife, Keira, 76, retired in their early 60s and…
PPersonal finance
Are Einar and Jamila saving enough to retire and ensure their disabled child’s financial security?
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Are Einar and Jamila saving enough to retire and ensure their disabled child’s financial security?

  • April 17, 2026
Open this photo in gallery: Einar, 48, earns $170,000 a year in a technical field, while Jamila, also…
PPersonal finance
Can Clement and Uma, both in their mid-40s, afford to buy a $2-million cottage?
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Can Clement and Uma, both in their mid-40s, afford to buy a $2-million cottage?

  • April 10, 2026
Open this photo in gallery: Clement earns $185,000 plus a variable bonus in financial services, and Uma makes…
PPersonal finance
Can Dana, 63, afford to retire again and still give money to her five kids?
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Can Dana, 63, afford to retire again and still give money to her five kids?

  • April 3, 2026
Open this photo in gallery: In addition to their pensions, Dana and Amir have savings and investments partly…
PPersonal finance
With a $1.3-million inheritance coming, can Ennis, 61, and Kara, 54, retire soon?
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With a $1.3-million inheritance coming, can Ennis, 61, and Kara, 54, retire soon?

  • March 27, 2026
Open this photo in gallery: Ennis and Kara are planning to retire soon and both anticipate receiving inheritances…
PPersonal finance
Can Tripti retire at 63, travel and still leave something for her children and grandchildren?
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Can Tripti retire at 63, travel and still leave something for her children and grandchildren?

  • March 21, 2026
Open this photo in gallery: Tripti, 59, is hoping to retire soon from her job with a municipal…
PPersonal finance
Can Jeremiah and Kimmy afford to splurge on family vacations and pay for their daughter’s medical school?
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Can Jeremiah and Kimmy afford to splurge on family vacations and pay for their daughter’s medical school?

  • March 14, 2026
Open this photo in gallery: Retirees Jeremiah, 66, and Kimmy, 63, have a house in Toronto valued at…
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…
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