Articles By Allan Norman:

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“Should we refinance our mortgage?”

Rates are significantly lower than the one Jill and...

“Should we refinance our mortgage?”
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Investing

The tax implications of gifting adult children money and more

A reader asks about investing in his RRSPs after...

The tax implications of gifting adult children money and more
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Is it time to search for bond alternatives for your balanced portfolio?

Understanding why you own bonds in the first place...

Is it time to search for bond alternatives for your balanced portfolio?
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Do you ever have a legal obligation to pay RESP money back to your parents?

Barbara wonders what a time-out from her studies might...

Do you ever have a legal obligation to pay RESP money back to your parents?
students at university with resp studying on quad

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My three kids chose different educational paths. How do I withdraw RESP funds in a way that’s fair to them and avoids unnecessary taxes?

My three kids chose different educational paths. How do I withdraw RESP funds in a way that’s fair to them and avoids unnecessary taxes?
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Are single seniors unfairly penalized at tax time?

Karen wonders if her latest tax bill is too...

Are single seniors unfairly penalized at tax time?
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Reality-testing your financial plan

John's advisor seems impressive, but he's left out an...

Reality-testing your financial plan
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Is probate an inevitable cost for a surviving spouse?

Sandra and her husband have lived in their principal...

Is probate an inevitable cost for a surviving spouse?

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“Why do I need a financial plan?”

A financial plan helps you consider—and revisit as needed—important...

“Why do I need a financial plan?”