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Family Profile

Financial Planning

What to do with a sudden inheritance

Diego just received a windfall. So why is he so miserable?

What to do with a sudden inheritance

April 2015

Life after a big job loss

Sheila's $300,000-a-year job loss means the Devis are in the hole. Can they curtail their $172,000-a-year spending habit before...

Life after a big job loss

February/March 2015

Frugal living not required

The Fraser family can still save enough for retirement even with setbacks and debt.

Frugal living not required

Debt

High income earner drowning in debt

Phoebe moved from Fredericton to expensive Calgary to take a higher paying job. Did she make a mistake?

High income earner drowning in debt

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Financial Planning

Lots of debt, no financial plan

Randy and Gabriel have three properties, lots of debt and no plan. Can they build a nest egg together...

Lots of debt, no financial plan

Financial Planning

How to spend it all

Jade and Stuart want to retire in their 50s and spend every penny of their $1.5M nest egg before...

How to spend it all

Financial Planning

A delicate juggling act: Mortgages, kids and saving

The Masons want to pay off the mortgages on two properties while saving enough to put four kids through...

A delicate juggling act: Mortgages, kids and saving

Financial Planning

Freedom 45: Frank Mancini now

This single guy dreamt of retiring at 45 to travel. Portfolio diversification is the key to making his funds...

Freedom 45: Frank Mancini now

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woman in corporate boardroom

Financial Planning

Too much success: Maria Tucker now

Careful planning helped this woman make the right career move.

Too much success: Maria Tucker now

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