October 10, 2025How should Stan, 75, and Mabel, 67, divide their substantial savings to minimize taxes?6 min read
October 3, 2025Should Ann-Marie, 60, sell her condo so she can spend $100,000 a year in retirement?5 min read
September 26, 2025With their mortgage paid, how can Kent and Remy balance charitable gifts and retirement saving?6 min read
September 12, 2025How much can Halle and Hank, both 50, pay for their kids’ postgrad studies without risking their retirement?5 min read
September 5, 2025Can Tom and Pat, both in their early 40s, retire by 50 and still spend $200,000 a year?5 min read
August 22, 2025Can Diego, 71, and Monique, 68, spend $130,000 a year in retirement and still give to charity?5 min read
August 15, 2025Worried about market turmoil, do Estelle, 62, and Blake, 54, need to work longer than planned?6 min read
August 8, 2025Now with $4-million, what’s the best way for Mike and Miriam to deal with their capital gains?6 min read
August 1, 2025How can Seth, 53, and Maeve, 54, reach their goal of spending $120,000 a year in retirement? 6 min read
July 25, 2025With $4.4-million, how should Omar and Tanya withdraw funds in retirement to pay less tax?6 min read
July 18, 2025In their mid-60s and no longer enjoying their work, what’s the best way for Tyrese and Miranda to retire?6 min read
July 11, 2025They saved feverishly and now have $3.5-million. Can Sharon, 62, retire with Craig, 64, next year?6 min read
July 4, 2025Laid off with $2.5-million in savings, should Jake and Wanda retire permanently?6 min read
June 27, 2025Can Romesh, 54, and Gayle, 52, retire in a decade if they spend $125,000 on a basement renovation? 6 min read
June 20, 2025With $2.4-million and a portfolio of bank stocks, what should Jeremy, 71, do for an easy retirement?5 min read
June 13, 2025With his health concerns, should Pablo, 59, take his pension as cash when he retires?6 min read
June 6, 2025How can Ned, 70, avoid paying higher taxes when he moves from Calgary to Toronto?6 min read
