Articles By Allan Norman:

A woman in her 60s holds a coffee, pondering how to have the most tax-efficient retirement income plan

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How to have the most tax-efficient retirement income plan

Should you plan your retirement savings around paying the...

How to have the most tax-efficient retirement income plan
Woman takes care of her mother, and without a job wonders if she can maximize her RRSP and TFSA with $0 income.

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Can you maximize your RRSP and TFSA with an income of $0?

With a year of no income, find out if...

Can you maximize your RRSP and TFSA with an income of $0?
The Intelligent Fund Investor book, showing the chapter entitled "It's a matter of beliefs and behaviour/"

Investing

Book review: The Intelligent Fund Investor by Joe Wiggins

Selecting funds based on past returns, stories about “the...

Book review: The Intelligent Fund Investor by Joe Wiggins
A 55-year-old nurse smiles as she contemplates her five or 10 year retirement plan.

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How to plan for retirement in five or 10 years

When deciding to retire in five or 10 years,...

How to plan for retirement in five or 10 years
A couple sit together on a bench, discussing how to withdraw from savings with tax efficiency.

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Tax-efficient retirement strategy options for Canadians

Tax-efficient retirement strategy options for Canadians
A father with his adult daughterPhoto by Andrea Piacquadio from Pexels

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 female Canadian investor is on the phone, talking with her advisor to find out if she can put mutual fund fees back into her account.

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Can I put mutual fund fees back in my account?

Investing fees (MER, TER, trailing) are always hard to...

Can I put mutual fund fees back in my account?
Portrait of a photo of a man in his 50s, with a thoughtful look on his face as he ponders if he needs a financial plan

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“Why do I need a financial plan?”

“Why do I need a financial plan?”
Two shiny red apples and a green apple are shown to symbolize the comparison of GICs and annuities for retirement

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Annuity vs. GIC: What makes sense for retiring?

Annuity vs. GIC: What makes sense for retiring?