Financial Facelift

Can Louis retire now, maintain his desired lifestyle and still leave a substantial estate?

Couple are expecting a baby and they want to save for a house and retirement

Empty nesters face familiar refrain: The need to catch up on savings

How can Rolando and Janet shift gears from saving and investing to decumulating?

Couple whose income has taken a big hit want to sell home and retire early by ‘leaning hard into dividends’

Should this young couple pay down their mortgage or invest?

Dad’s role change: from stuck-at-home to stay-at-home

Can Bernadette help her children buy homes of their own without jeopardizing her retirement goals?

Early retirement goals come with tradeoffs

How can this student start a socially responsible investing portfolio with her savings?

Couple decide to sell their farm, with travel and other retirement goals in their sights

After years of saving, couple on the verge of retirement prepare for the spending phase

Can this Alberta couple minimize their tax exposure in retirement?

How much should Lucy and Lance save to live comfortably and pay for care in later life?

With an indexed defined benefit pension, does Benjamin still need to contribute to a TFSA or RRSP?

Can Dennis retire early and leave behind the stress of an unenjoyable job?

Can this couple afford to retire early and sustain their lifestyle?

Ryan and Tracy weigh their pension options in the face of early retirement

How can Stella, 57, build a balanced and diversified portfolio?

Can Ted retire at year end and spend $150,000 a year?

Can Edna retire from work in one year and buy a condo too?

How can Ella crystalize the future without a financial plan?

Can this 41-year-old leave her job and ‘retire’ without the worry of running out of money?

Can Neil and Norma achieve their retirement dreams by downsizing?

Are winds in the right direction for Nancy and Nathan to reach their early retirement goals?

Can Katarina, 64, afford to quit work? If she keeps working, will it affect her OAS?

How can David protect his new home and mortgage from job insecurity?

How can this couple save for their son’s higher education and their own retirement?

Have these 36 year olds saved enough to achieve financial independence?

How can debt-laden Pauline and Perry prioritize paying off family loans?

Can Beatrice, 91, afford to stay in her home indefinitely?

Can Ned and Nancy meet their retirement spending target without having to downsize?

Has Danny saved enough to never run out of money during his retirement?

Can Jane afford to retire in two years and still meet her goals?

Lucinda wonders how to organize investments after the coronavirus accelerated her decision to sell her house