Which survivor benefit option is best for Tom and Liza?
After 35 years of working for the city, Tom is keen to retire in January. He is 58 and earns more than $155,000 a year. ...Which pension survivor option he should take?
Can 54-year-old Ivy and Gabriel afford to retire in three years?
Gabriel and Ivy have well-paying professional jobs, three children and a mortgage-free house in small-town British Columbia ... “Can we afford to retire at age 57?”
Can Sadie afford to retire with an after-tax income of $60,000 a year?
When a person dies, they are deemed to have disposed of their property at the time of death. If they are married, their assets can pass to the surviving spouse on a tax-deferred basis.
Help your clients find their “Independence Day”
When setting a retirement date, several factors must be considered, including clients’ goals, circumstances and worst-case scenarios
When should Peggy and Howard sell their rental property – and their own family home?
Now, with their working years approaching an end, they’d like to help their two children financially. “We never expected to have this ability,” Peggy writes...
How advisors are helping clients tap into RRSPs tax efficiently amid COVID-19
As some Canadians looked to make ends meet during the pandemic, accessing extra funds may have meant tapping into savings ...
Can power savers Gavin and Audrey retire at 58 and still afford a $100,000 yearly budget?
At age 48, Gavin and Audrey have been diligently paying down the mortgage on their Calgary house, setting aside money...