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
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
