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Should Frank and Michelle pay off the mortgage on the house using some of the money from her purchase of a half-share in the residence?

Featuring Warren MacKenzie. Frank and Michelle are planning to marry soon, merging their finances to some extent while being mindful of the interests of their four children. Frank..

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Can Nell, 58, cover her cashflow shortfall without having to sell her house?

Featuring Warren MacKenzie. Like others before her who have grown weary of their careers, Nell took a leap, accepting a buyout and leaving her six-figure job to pursue her dream..

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Eleanor, 60, and Rowan, 59, are both retired. Can they afford to up their spending and still have enough saved for assisted living?

Featuring Warren Mackenzie. Eleanor, 60, and Rowan, 59, are both retired. Can they afford to up their spending and still have enough saved for assisted living?

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Isaac, 52, and Mia, 46, want to retire by their mid-50s. Should they downsize now or wait?

Featuring Warren Mackenzie. Isaac, 52, and Mia, 46, want to retire by their mid-50s. Should they downsize now or wait?

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Can Jill, 60, afford to retire to Nova Scotia while keeping her suburban Toronto home?

Featuring Warren Mackenzie. Can Jill, 60, afford to retire to Nova Scotia while keeping her suburban Toronto home?

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Keith and Beverly retired early to travel in an RV, but what should they do with their condo?

Featuring Warren Mackenzie. The loss of a loved one recently lent a sense of urgency to Keith and Beverly’s future plans; suddenly, life looked precious and brief.

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Should Milo and Maeve take out a reverse mortgage on their house?

Featuring Warren MacKenzie. Cherie Catena returned to work after retiring once before – and she’d like to do it again. The 67-year-old worked at Xerox from 1974 to 2013, when she..

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The Globe & Mail: Why some retirees go back to work, two questions Canadians should ask before dismissing annuities, and options for using a locked-in RRSP

Featuring Warren MacKenzie. Cherie Catena returned to work after retiring once before – and she’d like to do it again. The 67-year-old worked at Xerox from 1974 to 2013, when she..

The Globe & Mail: How runaway inflation is affecting the income needs of 'FIRE' adherents

Featuring Warren MacKenzie. Surging inflation is an issue for most investors concerned about their cost of living, but more likely for followers of the financial independence,..

Financial Facelift: Can Pat afford to spend more on travel without jeopardizing her long- term financial security?

By Warren MacKenzie. With her 60th birthday approaching, Pat is looking to map out her future to see whether she can spend a little more. She has some pension income, some savings..