With a $1.3-million inheritance coming, can Ennis, 61, and Kara, 54, retire soon?
Open this photo in gallery: Ennis and Kara are planning to retire soon and both anticipate receiving inheritances…
Can Tripti retire at 63, travel and still leave something for her children and grandchildren?
Open this photo in gallery: Tripti, 59, is hoping to retire soon from her job with a municipal…
Can Jeremiah and Kimmy afford to splurge on family vacations and pay for their daughter’s medical school?
Open this photo in gallery: Retirees Jeremiah, 66, and Kimmy, 63, have a house in Toronto valued at…
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…
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…
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…
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…