January 16, 2026Why Cyril, 65, and Dina, 59, must downsize to make the most of their retirement6 min read
January 9, 2026How Kelvin and Rosita, both 64, can transfer wealth to their four kids with an estate freeze6 min read
January 2, 2026As Ross, 62, nears retirement, how can he minimize taxes now – and for his estate in the future? 5 min read
December 27, 2025Can Mark and Margaret, 45, semi-retire in their mid-50s and give each kid an early $250,000 inheritance? 5 min read
December 19, 2025Kurt and Eloise want to help their daughter buy a home. How can they free up cash?6 min read
December 12, 2025How much should Jodi, 74, spend in retirement without leaving a big estate?6 min read
December 5, 2025At 44 years old, can Taye retire from his government job as early as next year?6 min read
November 28, 2025How should Vince and Mindy wind down their $500,000 corporate account in retirement?5 min read
November 21, 2025With nearly $3.3-million in savings, what’s the most tax-efficient way for Tammy to draw down her RRSP? 6 min read
November 14, 2025Are these mid-30s newcomers on track to buy a detached home for their young family?6 min read
November 7, 2025Can Morton, 69, passively rely on his pensions, RRSPs, CPP and OAS and still maintain his lifestyle?5 min read
October 31, 2025How should Sid, 55, and Sherry, 46, draw down retirement savings given their age gap?6 min read
October 24, 2025Should recently widowed Curtis, 55, draw from RRSPs before tapping into taxable investments?5 min read
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
