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Can Jeff and Vera afford to retire, travel and still help their children financially?
June 24, 2022
Should Eileen sell her house to pay off the mortgage before retirement?
June 17, 2022
Should Milo and Maeve take out a reverse mortgage on their house?
June 10, 2022
Are Henry and Clara in a good financial situation for their eventual retirement?
June 3, 2022
Can Emmett and Lillian organize their investments to minimize tax and gift assets to their children?
May 27, 2022
Can Thomas save for retirement while also paying a new mortgage?
May 20, 2022
Can Pat afford to spend more on travel without jeopardizing her long-term financial security?
May 13, 2022
Can Brandon and Michelle achieve financial independence in six years’ time?
May 6, 2022
Can Mila, a novice investor at 65, ‘live the dream’ with help from her condo sale proceeds?
April 29, 2022
Can Leon and Lydia maintain their current level of spending and still retire at 60?
April 22, 2022
Can Genevieve and Sam retire and spend more time travelling?
April 15, 2022
As a single mother, can Beth afford to retire and sustain annual expenses of $70,000 a year?
April 8, 2022
How should Nathan and Elise plan for retirement when they have more immediate goals, like a wedding and home ownership?
April 1, 2022
How can Andrew and Abigail protect their desired retirement income?
March 25, 2022
Cora wants a comfortable estate-planning strategy
March 18, 2022
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
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