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Latest Articles
Should Ryan and Theo annuitize some of their savings to offset longevity risk?
March 11, 2022
Plans for early retirement need a rethink
March 4, 2022
Arthur and Elena seek best way to downsize, and help their children buy a first home
February 25, 2022
Can Mark afford to retire and move to warmer climates in B.C. or Ontario?
February 19, 2022
Can Ruby afford to retire without jeopardizing her and her husband’s lifestyle?
February 11, 2022
Can Rose afford to retire in five years and still maintain her lifestyle?
February 4, 2022
Can Bob and Betty afford to retire while meeting their spending goals?
January 28, 2022
Roy and Gail need to consider all the angles if they want to retire abroad
January 21, 2022
How can Sarah retire early and not have to worry about money?
January 14, 2022
Have Margaret and Simon saved enough to meet their retirement spending goal?
January 7, 2022
Can Wesley and Claire afford to retire early at age 57?
December 31, 2021
What steps can Lewis and Liza take to get adequate cash flow early in retirement?
December 23, 2021
Are small business owners Diana and Dominic ready for ‘work optional’ lifestyle?
December 17, 2021
If they sell their Toronto house and move elsewhere, can Eloise retire completely?
December 10, 2021
Can Annie afford to help her kids financially and give back to charity while ensuring her investments are tax-efficient?
December 3, 2021
Can Ashley afford a down payment on a house in pricey Toronto and still hit her other financial goals?
November 26, 2021
Retirement plan to downsize and leave Toronto will give couple flexibility and cash flow
November 19, 2021
Can Felix and Maya buy a place to call their own if she is not able to find a higher paying job?
November 12, 2021
Can Owen and Emily afford to retire next year and spend winters overseas?
November 5, 2021
Can power savers Gavin and Audrey retire at 58 and still afford a $100,000 yearly budget?
October 29, 2021
Can Jill donate land from her estate and provide a lesson for her grandchildren?
October 22, 2021
Can Jake and Hannah prepare to retire in their early 60s?
October 15, 2021
Can Bill and Ava firm up family and retirement goals?
October 8, 2021
Are Lucas and Penelope saving enough to retire at age 65?
October 1, 2021
Can Sébastien and Sofia afford a new cottage on top of their other financial goals?
September 24, 2021
Can Irene give her children an advance on their inheritance without triggering a huge tax bill?
September 17, 2021
Can Linda and Lamont shift their travel, lifestyle plans to manage their savings in retirement?
September 10, 2021
Can Dennis and Gwen keep a small place in Vancouver and a cabin on the Gulf Islands?
September 3, 2021
Can Roland and Rebecca afford to retire early?
August 27, 2021
Are Dylan and Darlene ready to take it easy and retire from the work force?
August 20, 2021
Can Tim and Tamsin afford to retire after years of running a business?
August 13, 2021
Couple aiming to retire in 2030 will need to make some tweaks to reduce risk
August 6, 2021
How Nick and Naomi can retire at 55 while still maintaining financial freedom
July 30, 2021
Can Lynne afford to help her children financially and still have enough to meet her needs?
July 23, 2021
Can Richard and Rachel afford to retire early and still spend $100,000 a year?
July 16, 2021
Can Ben and Lucy retire in their 40s on just one income?
July 9, 2021
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