Keyword: Financial checkup

76 results found

A couple in Edmonton who are both 55 years old and have just sold off their business for a sizable amount will have no problems retiring now, leaving money behind for their three children and contributing to their grandchildren's education

Financial checkup: A year abroad, a cottage and more

  • By: IE Staff
  • October 27, 2013 October 30, 2019
  • 23:00

A same-sex couple with twin boys have lofty retirement goals for themselves and education plans for their children. With some planning and the strategic use of insurance and registered savings plans, the couple could meet their objectives

Various tax breaks, as well as careful planning, are the best ways for concerned grandparents to assist a disabled grandchild without disregarding the interests of other family members - including themselves

A single doctor with a mysterious ailment needs to ensure that he can both protect his disability benefits and shelter assets that will accumulate inside a variety of investment vehicles

When Heather, a Canadian nurse, marries Jack, an American doctor, she will have a number of loose ends to tie up before she moves to Chicago and gives birth to their child. Three cross-border experts offer their advice

Letter to the editor

  • By: IE Staff
  • April 26, 2013 October 29, 2019
  • 11:00

Brian and Sally, a couple in Winnipeg, plan to retire in five years but want to make sure they'll have the necessary assets to make annual trips to Italy, as well as to Vancouver, Calgary and Toronto to visit their adult children

Ann, a freelance journalist who just turned 65, will have to make some decisions regarding her residence, the length of time that she plans to continue working and how much she'd like to spend in retirement in order to meet her goals

Although Tim and Glenda will easily meet their retirement goals, they need to decide whether Tim takes on a new job, as well as what to do with the extra money they would have available at retirement