Financial Facelift

Should Marsha, 37, pay off her mortgage or save for retirement?

Mary, 46, worries that being a renter will hurt her retirement plans. How much should she be concerned?

Marjorie, 65, confronts unclear financial plan after the unexpected death of her husband

Can Sally, 44, afford to retire early to travel the world?

Should Matilda, a 50-year-old physician with three children, retire in five years or 10?

What should Lester, 56, and Portia, 55, do with a $1.3-million inheritance?

How long can Dennis, 66, and Sylvie, 61, stay in their home?

Will Malcolm, 60, and Laura, 57, run out of money because they retired early?

More than half of Jill’s net worth is real estate. Is that a problem as she heads into retirement?

How should David, 56, and Greta, 55, manage their investments in retirement?

Can Jason, 61, afford to buy a cottage by the ocean when he retires?

Can Sara, 58, and Rob, 57, afford to retire soon and travel extensively?

Can Max, 58, retire now with a $9,000 per month budget and still leave a good inheritance for his kids?

What’s the best way for Linus and Pamela to pay for a new RV in retirement?

Can Wilbur, 60, and Patsy, 55, afford to retire next year and gift some money to their daughter?

What should Frank, 61, do after being laid off?

Can Malcolm afford to retire at age 48 from his high-stress career?

When can Norman, 62, afford to join Margaret, 65, in retirement?

Can Lionel and Paula help their child buy a house and still afford to travel?

What’s the best way for Owen, 61, to financially manage a chronic illness?

Should Tyler and Isabel open a trust for their teenage son?

Can Louis, 62, retire now or should he wait for his wife, Jackie?

Does Maggie, 50, need to delay retirement to pay down her mortgage?

Are Melissa, 36, and Michael, 38, endangering their retirement by taking time off to raise kids?

Can Lyle, 48, and Tonia, 53, afford to trade their home for two condos?

Which survivor benefit option is best for Tom and Liza?

Can Maxwell, 64, and Tara, 63, afford to ‘loosen the purse strings’ in retirement?

Can Bert, 62, and Lois, 63, afford to retire and buy a vacation property?

Can Morris and Abigail meet their retirement goals and leave their TFSAs to their kids?

Can Marjorie, 57, and Phillip, 60, afford to retire and keep their Toronto home?

Can Melanie, 54, afford to retire early without relying on her partner’s income?

What age should Kate, 56, start taking her CPP and OAS benefits?