Financial Facelift

What’s the best way for Owen, 61, to financially manage a chronic illness?

Should Tyler and Isabel open a trust for their teenage son?

Can Louis, 62, retire now or should he wait for his wife, Jackie?

Does Maggie, 50, need to delay retirement to pay down her mortgage?

Are Melissa, 36, and Michael, 38, endangering their retirement by taking time off to raise kids?

Can Lyle, 48, and Tonia, 53, afford to trade their home for two condos?

Which survivor benefit option is best for Tom and Liza?

Can Maxwell, 64, and Tara, 63, afford to ‘loosen the purse strings’ in retirement?

Can Bert, 62, and Lois, 63, afford to retire and buy a vacation property?

Can Morris and Abigail meet their retirement goals and leave their TFSAs to their kids?

Can Marjorie, 57, and Phillip, 60, afford to retire and keep their Toronto home?

Can Melanie, 54, afford to retire early without relying on her partner’s income?

What age should Kate, 56, start taking her CPP and OAS benefits?

Can Lorna, 65, afford to travel now and still have money left in her later years?

Can Barbara, 69, afford to stop working two jobs and retire?

Can Mario and Jasmine afford to retire early with their government pensions?

Can Linda, 74, afford to give an early inheritance to her three children?

Can Mitch and Michelle help their kids buy homes without jeopardizing their own retirement?

Walter, 57, and Nadia, 54, have DB pensions. But can they retire soon with a $330,000 mortgage?

Can Murray, 57, and Veronica, 53, afford to retire ahead of schedule?

Can Gertrude make her investments last a lifetime, even without a pension?

Do Claude and Maxine have enough savings to cover their retirement spending target?

Can Evelyn, 62, and Ezra, 70, afford to both travel and financially assist their son?

Can Theo, 60, and Evelyn, 57, afford to travel more without jeopardizing their financial future?

Can Simon, 60, and Wanda, 58, afford to help pay for their children’s first homes?

Can Geoff and Lily draw on a $1.2-million capital gain in a tax-efficient way?

Why Leon, 80, and Melanie, 70, need to communicate more about finances

Can Alan, 53, generate enough dividend income to retire comfortably in seven years?

Can Maurice and Fiona afford to spend their winters in Palm Springs?

Should Jordan, 58, and Joy, 57, leave their cottage to their children?

Can Leonard, 68, afford to retire in a few years and spend time where ‘the weather is pleasant’?

Can Charlotte, 50, and Oliver, 51, retire comfortably without selling their house?

Can Mona, 59, and Tony, 62, spend more than $10,000 per year on travel when they retire?

Can 54-year-old Ivy and Gabriel afford to retire in three years?

Can Lucas and Shelby afford to give $100,000 to each of their kids for a first house?

Should Rowan, 78, and Willow, 58, be more conservative with their investing approach?