How can Mandy, 64, and Syed, 65, make the most of their hard-earned savings in retirement?
Open this photo in gallery: Mandy and Syed have two adult children, a mortgage-free house in Toronto and…
How should Faye, 68, and Ava, 60, draw down their RRSPs given their $108,000 spending target?
Open this photo in gallery: Faye and Ava’s retirement spending goal is $108,000 a year after tax, rising…
Can Murray, 58, and Sylvia, 57, retire and still provide needed support for their kids?
Open this photo in gallery: Murray and Sylvia’s main concern is whether retiring immediately would jeopardize their long-term…
What’s the most tax-efficient way for Sonali, 70, to draw funds as her husband needs more health care?
Open this photo in gallery: For more tax-efficient corporate withdrawals, Sonali should work with a professional to make…
Can Clement and Uma, both in their mid-40s, afford to buy a $2-million cottage?
Open this photo in gallery: Clement earns $185,000 plus a variable bonus in financial services, and Uma makes…
Can Tripti retire at 63, travel and still leave something for her children and grandchildren?
Open this photo in gallery: Tripti, 59, is hoping to retire soon from her job with a municipal…
Can Jeremiah and Kimmy afford to splurge on family vacations and pay for their daughter’s medical school?
Open this photo in gallery: Retirees Jeremiah, 66, and Kimmy, 63, have a house in Toronto valued at…
After a mid-career layoff, is Celina, 50, better off taking her pension in cash?
Open this photo in gallery: Hector, 60, and Celina, 50, have a mortgage-free house and three young adult…
With nearly $2-million, can Tatiana, 64, stop worrying about money and help her kids now?
Open this photo in gallery: Tatiana has two adult children from her first marriage, a mortgage-free condo and…
How should Edmundo, 68, chart a new financial path after losing his spouse?
Open this photo in gallery: Edmundo’s retirement spending goal is $110,000 a year after tax, rising with inflation.TANNIS…
How Kelvin and Rosita, both 64, can transfer wealth to their four kids with an estate freeze
Open this photo in gallery: Kelvin and Rosita have a mortgage-free house in the Greater Toronto Area and…
As Ross, 62, nears retirement, how can he minimize taxes now – and for his estate in the future?
Open this photo in gallery: Assuming Ross retires now and 2026 is his first low-income year, he should…