Articles By Allan Norman:

A robotic hand touches lines of light to symbolize robo-advisor with a human touch.

Ask a Planner

What’s the real value of a robo-advisor?

With inflation, war and COVID, what are your options...

What’s the real value of a robo-advisor?
A woman is sitting at her desk at home, going through her bills to add them up.

Save

Can I withdraw from RRSPs to pay bills?

Taking money from your RRSPs early to pay for...

Can I withdraw from RRSPs to pay bills?
A woman is adding up receipts in her living room, as she prepares her information for her tax return

Taxes

Are fees for your TFSA tax deductible?

From HST to advisory fees, are the charges for...

Are fees for your TFSA tax deductible?
A man sits in his kitchen, looking at his RRSP statements on his laptop.

RRSPs

How does a spousal RRSP withdrawal work?

Who can claim an RRSP withdrawal as income—the contributor...

How does a spousal RRSP withdrawal work?
A couple sitting at their kitchen table, with a pad and paper in front of them as well as their computer.

Mutual Funds

Converting mutual funds: The benefits, the risks and the costs

How to deal with DSC fees when redeeming mutual...

Converting mutual funds: The benefits, the risks and the costs

Ask MoneySense

“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
A man enthusiastically looking at his computer. It must be good news.

Ask MoneySense

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?
young woman having phone conversation

Ask MoneySense

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?