Infinite banking in Canada: Should you borrow from your life insurance policy?
The “Infinite Banking Concept” is gaining popularity with Canadian retirees—but it’s not right for everyone. Here’s how this leverage...
Articles By Jonathan Chevreau:
How to plan for retirement for Canadians: A review of Four Steps to a Worry-Free Retirement course
Just in time for Canadian Financial Literacy Month in November, Four Steps to a Worry-Free Retirement course by Kyle...
Check your inbox: Investing newsletters can cost you more than a sub fee
There’s a reason you’re reacting to an email in your inbox. It’s meant to make you feel like you...
The best ETFs for retirement income
A look at conservative asset allocation ETFs and tactical overlays for retirees for reducing volatility, hedging inflation and generating...
Is semi-retirement stressful? You bet—here’s what to do about it
In semi-retirement, reducing stress may be more important than generating that extra taxable revenue. Here’s one way to say...
Should retirees in their early 70s partly annuitize?
Interest rates have soared in the past year—but annuity payouts, not so much. Find out what makes sense when...
The five factors of retirement for Canadians
There are five factors in deciding the timing of retirement—plus a sixth factor that isn’t important even though many...
Should you cash out your workplace pension when you leave a job?
Find out why Canada has it better than the U.S. for registered employer pensions. A UBC study on cashing...
How retired parents can use the FHSA to help their adult children
Canada’s new first home savings account nicely complements earlier real estate programs. Retirees with grown adult children should take...