Dashboard
Snapshot of where things stand today and what the current strategy projects.
Properties
Five-property portfolio. Edit values in place — equity and projected gains recalculate live.
Rental P&L
Line-by-line T776 inputs per property. Default values reflect 2025 actuals. Update freely to model 2026.
Capital Gains Calculator
Project the full tax cost of selling each rental — capital gain, CCA recapture, OAS impact, and net cash.
Income Streams Timeline
Year-by-year projection from age 64 to 90 — all streams stacked, then broken out in the table below.
Strategy Toggles
Adjust the levers — every change ripples through the dashboard, timeline, and tax forecasts.
TFSA Opportunity
The most overlooked asset on your balance sheet. Every dollar here is invisible to the OAS clawback — for life.
Krasimira's Retirement
Her own benefits arrive 9 years after yours — a second wave of household income to plan for.
Action Items
Concrete next steps. Check them off as they're done.
How the Pieces Work
Plain-English explainers behind the math driving this plan.