Articles By Allan Norman:

students at university with resp studying on quad

Ask MoneySense

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?

A Certified Financial Planner explains how RESP withdrawal and...

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?
senior woman using laptop computer at table

Ask MoneySense

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?
man reading smartphone on coffee break

Ask MoneySense

Reality-testing your financial plan

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

Reality-testing your financial plan
senior couple shovelling snow outside their home

Ask MoneySense

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?

Ask MoneySense

“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?”

Ask MoneySense

“How do I become a money coach in Canada?”

Although regulatory requirements in most provinces permit you to...

“How do I become a money coach in Canada?”

Ask MoneySense

“Should we refinance our mortgage?”

Rates are significantly lower than Jill and Bob have...

“Should we refinance our mortgage?”

Ask MoneySense

Unconventional ways of investing in a family RESP

Surprise: a lump-sum contribution is likely to result in...

Unconventional ways of investing in a family RESP

Ask MoneySense

The upside to waiting until age 70 to take CPP benefits

Consider your life expectancy and probable return when making...

The upside to waiting until age 70 to take CPP benefits