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Browsing Tag

financialfacelift

5 posts
PPersonal finance
How can Seth, 53, and Maeve, 54, reach their goal of spending $120,000 a year in retirement?
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How can Seth, 53, and Maeve, 54, reach their goal of spending $120,000 a year in retirement?

  • 3 August 2025
Open this photo in gallery: Maeve and Seth hope to retire in 2029 or earlier, and defer government…
PPersonal finance
With $4.4-million, how should Omar and Tanya withdraw funds in retirement to pay less tax?
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With $4.4-million, how should Omar and Tanya withdraw funds in retirement to pay less tax?

  • 26 July 2025
Open this photo in gallery: Omar wants to join his wife, Tanya, in retirement, but is unsure that’s…
PPersonal finance
They saved feverishly and now have $3.5-million. Can Sharon, 62, retire with Craig, 64, next year?
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They saved feverishly and now have $3.5-million. Can Sharon, 62, retire with Craig, 64, next year?

  • 13 July 2025
Open this photo in gallery: Craig and Sharon are wondering if they should buy a house in town…
PPersonal finance
Can Lucas, 59, and Reena, 57, afford a $250,000 down payment for a duplex for their kids?
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Can Lucas, 59, and Reena, 57, afford a $250,000 down payment for a duplex for their kids?

  • 31 May 2025
Open this photo in gallery: Lucas and Reena are trying to figure out if they can afford to…
PPersonal finance
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?

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