Couple, one with an indexed pension, worry their income will come up short when wife retires
Peter retired in 2014 at age 60 after a nearly 40-year career with a federal crown corporation. Since then, he has enjoyed an annual income
Peter retired in 2014 at age 60 after a nearly 40-year career with a federal crown corporation. Since then, he has enjoyed an annual income
Investing more effectively would put her 30% ahead of her goal, instead of 20% behind, and she could retire earlier, too. Anne-Marie* recently sat down
Staying in the workforce for five more years makes all kinds of financial sense for Olivia In B.C., a woman we’ll call Olivia, 65, works
But a plan to spend savings down to zero in old age could leave her poor if she outlives her money. In Alberta, a woman
Part of their dilemma is 68-year-old Duke’s refusal to invest in anything but GICs with pathetic yields Situation: Couple has $3,297,193 net worth, including a leveraged
A solid financial plan is the surest way to financial freedom and a must-have to achieve your best retirement outcome. It will help you to
At 65 she has $261,651 in financial assets and a $58,000 mortgage with 20 years to run A woman we’ll call Nellie, 65, lives in
Move has eliminated enough stress that Melissa now wants to work longer than planned, boosting retirement savings A couple we’ll call Melissa, 45, and Larry,
Step one: diversify her portfolio. A woman we’ll call Lucy, 60, lives in Alberta. Retired after 38 years as an administrator in the energy industry,
Vivian has no cash in the bank, no TFSAs and no RRSPs and often dips into her $70,000 HELOC to pay expenses A woman we’ll
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