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Browsing Tag

financialfacelift

10 posts
BBusiness
Can Clement and Uma, both in their mid-40s, afford to buy a $2-million cottage?
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Can Clement and Uma, both in their mid-40s, afford to buy a $2-million cottage?

  • 2026-04-11
Open this photo in gallery: Clement earns $185,000 plus a variable bonus in financial services, and Uma makes…
BBusiness
Can Tripti retire at 63, travel and still leave something for her children and grandchildren?
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Can Tripti retire at 63, travel and still leave something for her children and grandchildren?

  • 2026-03-21
Open this photo in gallery: Tripti, 59, is hoping to retire soon from her job with a municipal…
BBusiness
Can Jeremiah and Kimmy afford to splurge on family vacations and pay for their daughter’s medical school?
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Can Jeremiah and Kimmy afford to splurge on family vacations and pay for their daughter’s medical school?

  • 2026-03-14
Open this photo in gallery: Retirees Jeremiah, 66, and Kimmy, 63, have a house in Toronto valued at…
BBusiness
After a mid-career layoff, is Celina, 50, better off taking her pension in cash?
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After a mid-career layoff, is Celina, 50, better off taking her pension in cash?

  • 2026-02-21
Open this photo in gallery: Hector, 60, and Celina, 50, have a mortgage-free house and three young adult…
BBusiness
With nearly $2-million, can Tatiana, 64, stop worrying about money and help her kids now?
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With nearly $2-million, can Tatiana, 64, stop worrying about money and help her kids now?

  • 2026-02-14
Open this photo in gallery: Tatiana has two adult children from her first marriage, a mortgage-free condo and…
BBusiness
How should Edmundo, 68, chart a new financial path after losing his spouse?
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How should Edmundo, 68, chart a new financial path after losing his spouse?

  • 2026-02-07
Open this photo in gallery: Edmundo’s retirement spending goal is $110,000 a year after tax, rising with inflation.TANNIS…
BBusiness
How Kelvin and Rosita, both 64, can transfer wealth to their four kids with an estate freeze
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How Kelvin and Rosita, both 64, can transfer wealth to their four kids with an estate freeze

  • 2026-01-10
Open this photo in gallery: Kelvin and Rosita have a mortgage-free house in the Greater Toronto Area and…
BBusiness
As Ross, 62, nears retirement, how can he minimize taxes now – and for his estate in the future?
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As Ross, 62, nears retirement, how can he minimize taxes now – and for his estate in the future?

  • 2026-01-03
Open this photo in gallery: Assuming Ross retires now and 2026 is his first low-income year, he should…
BBusiness
Can Tom and Pat, both in their early 40s, retire by 50 and still spend $200,000 a year?
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Can Tom and Pat, both in their early 40s, retire by 50 and still spend $200,000 a year?

  • 2025-09-06
Open this photo in gallery: Tom and Pat are wondering how much they will need to save to…
BBusiness
How can Patrick, 61, and Ted, 60, successfully blend their finances?
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How can Patrick, 61, and Ted, 60, successfully blend their finances?

  • 2025-04-11
Open this photo in gallery: Patrick and Ted, in Toronto, on April 9. Short-term, their goals include a…
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