Reality-testing your financial plan
John's advisor seems impressive, but he's left out an important consideration: What kind of lifestyle does his client want...
Articles By Allan Norman, MSc, CFP, CIM:
Is probate an inevitable cost for a surviving spouse?
Sandra and her husband have lived in their principal residence for 40 years, but his is the only name...
“How do I become a money coach in Canada?”
Although regulatory requirements in most provinces permit you to provide financial advice or coaching with no education or experience,...
Unconventional ways of investing in a family RESP
Surprise: a lump-sum contribution is likely to result in more money, even though you forgo government grants. Plus, reassurance...
The upside to waiting until age 70 to take CPP benefits
Consider your life expectancy and probable return when making your decision about whether to take government pension benefits as...