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Financial Facelift
Can Geoff and Lily draw on a $1.2-million capital gain in a tax-efficient way?
June 3, 2023
Why Leon, 80, and Melanie, 70, need to communicate more about finances
May 27, 2023
Can Alan, 53, generate enough dividend income to retire comfortably in seven years?
May 19, 2023
Can Maurice and Fiona afford to spend their winters in Palm Springs?
May 12, 2023
Should Jordan, 58, and Joy, 57, leave their cottage to their children?
May 5, 2023
Can Leonard, 68, afford to retire in a few years and spend time where ‘the weather is pleasant’?
April 28, 2023
Can Charlotte, 50, and Oliver, 51, retire comfortably without selling their house?
April 21, 2023
Can Mona, 59, and Tony, 62, spend more than $10,000 per year on travel when they retire?
April 14, 2023
Can 54-year-old Ivy and Gabriel afford to retire in three years?
April 7, 2023
Can Lucas and Shelby afford to give $100,000 to each of their kids for a first house?
March 31, 2023
Should Rowan, 78, and Willow, 58, be more conservative with their investing approach?
March 24, 2023
Should Aiden, 25, pay off his mortgage or invest in stocks?
March 17, 2023
Does Freddie have enough to retire and still support his children through university?
March 10, 2023
Can Noah, 61, and Amelia, 59, afford to retire next year?
March 3, 2023
Remote worker Declan, 35, wants to move to Southern Ontario to be closer to family. How big of a house can he afford?
February 24, 2023
Ed and Patti, both 58, have defined benefit pensions. But without a handle on what they spend, can they afford to retire early?
February 17, 2023
Can Elijah, 51, afford to retire early, even if his plans for self employment don’t pan out?
February 10, 2023
Should Theodore and Violet pay off their mortgage?
February 3, 2023
Can Liam and Olivia afford to retire and take their dream vacation?
January 27, 2023
Can Sheila, a recent empty nester with four kids, retire comfortably when she turns 62?
January 20, 2023
Do William and Lenore have enough saved to travel and renovate their home in retirement?
January 13, 2023
Should Frank and Michelle pay off the mortgage on the house using some of the money from her purchase of a half-share in the residence?
January 6, 2023
Can Michael and Lisa enjoy their desired lifestyle if he steps back from full-time work?
December 30, 2022
Can Duncan and Lorna afford to retire early and leave their children a big nest egg?
December 23, 2022
Can Dean and Astrid achieve their spending goal of $120,000 a year?
December 16, 2022
Can Sadie afford to retire with an after-tax income of $60,000 a year?
December 9, 2022
Should Irene melt down her RRSP to try to save some of her OAS from being clawed back?
December 2, 2022
Can Nell, 58, cover her cashflow shortfall without having to sell her house?
November 25, 2022
Can Ed and Lisa retire next year with an income at least the same as they have now?
November 18, 2022
How can Hayley, 64, live off her investments in a tax-efficient manner?
November 11, 2022
Can Jake, 57, and Bonnie, 52, both retire in three years and still help their teenage children pay for university?
November 4, 2022
Can Luna, 68, retire next year and keep her home, without having to downsize?
October 28, 2022
Can Russ, 55, and Vicky, 47, retire early and live comfortably without exhausting their life savings
October 21, 2022
Eleanor, 60, and Rowan, 59, are both retired. Can they afford to up their spending and still have enough saved for assisted living?
October 14, 2022
Can Ezra, 52, retire early without jeopardizing the lifestyle he and Daphne want in retirement?
October 7, 2022
Can Robin and Russell afford to renovate their house, buy a cottage and still retire at 55?
September 30, 2022
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