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Browsing Tag

financialfacelift

5 posts
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…
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 18, 2025
Open this photo in gallery: Ellen hopes to retire next spring, while Roger plans to work for another…
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…
PPersonal finance
Worried about market turmoil, do Estelle, 62, and Blake, 54, need to work longer than planned?
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Worried about market turmoil, do Estelle, 62, and Blake, 54, need to work longer than planned?

  • August 16, 2025
Open this photo in gallery: With all her savings tied to financial market performance, Estelle worries about the…
PPersonal finance
With $4.4-million, how should Omar and Tanya withdraw funds in retirement to pay less tax?
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With $4.4-million, how should Omar and Tanya withdraw funds in retirement to pay less tax?

  • July 26, 2025
Open this photo in gallery: Omar wants to join his wife, Tanya, in retirement, but is unsure that’s…
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