Financial Facelift

Can Jeff and Vera afford to retire, travel and still help their children financially?

Should Eileen sell her house to pay off the mortgage before retirement?

Should Milo and Maeve take out a reverse mortgage on their house?

Are Henry and Clara in a good financial situation for their eventual retirement?

Can Emmett and Lillian organize their investments to minimize tax and gift assets to their children?

Can Thomas save for retirement while also paying a new mortgage?

Can Pat afford to spend more on travel without jeopardizing her long-term financial security?

Can Brandon and Michelle achieve financial independence in six years’ time?

Can Mila, a novice investor at 65, ‘live the dream’ with help from her condo sale proceeds?

Can Leon and Lydia maintain their current level of spending and still retire at 60?

Can Genevieve and Sam retire and spend more time travelling?

As a single mother, can Beth afford to retire and sustain annual expenses of $70,000 a year?

How should Nathan and Elise plan for retirement when they have more immediate goals, like a wedding and home ownership?

How can Andrew and Abigail protect their desired retirement income?

Cora wants a comfortable estate-planning strategy

Should Ryan and Theo annuitize some of their savings to offset longevity risk?

Plans for early retirement need a rethink

Arthur and Elena seek best way to downsize, and help their children buy a first home

Can Mark afford to retire and move to warmer climates in B.C. or Ontario?

Can Ruby afford to retire without jeopardizing her and her husband’s lifestyle?

Can Rose afford to retire in five years and still maintain her lifestyle?

Can Bob and Betty afford to retire while meeting their spending goals?

Roy and Gail need to consider all the angles if they want to retire abroad

How can Sarah retire early and not have to worry about money?

Have Margaret and Simon saved enough to meet their retirement spending goal?

Can Wesley and Claire afford to retire early at age 57?

What steps can Lewis and Liza take to get adequate cash flow early in retirement?

Are small business owners Diana and Dominic ready for ‘work optional’ lifestyle?

If they sell their Toronto house and move elsewhere, can Eloise retire completely?

Can Annie afford to help her kids financially and give back to charity while ensuring her investments are tax-efficient?

Can Ashley afford a down payment on a house in pricey Toronto and still hit her other financial goals?

Retirement plan to downsize and leave Toronto will give couple flexibility and cash flow

Can Felix and Maya buy a place to call their own if she is not able to find a higher paying job?

Can Owen and Emily afford to retire next year and spend winters overseas?

Can power savers Gavin and Audrey retire at 58 and still afford a $100,000 yearly budget?

Can Jill donate land from her estate and provide a lesson for her grandchildren?