Lindsay, 64, has a retirement spending goal of $75,000 a year.

Due to burnout, caring for grandkids and other reasons, advisors say some Gen X clients are leaving their careers earlier than planned.

Pension buybacks are especially beneficial when the client’s income is lower and is expected to increase over time.

Max and Erica also want to travel more as a family and eventually give each of their children a property.

In many cases, widows find that their income taxes have gone up but their cash flow has gone down.

Eligible Canadians with a U.S. work history will get their social security benefits restored