How to plan for retirement in five or 10 years
When deciding to retire in five or 10 years, there are a few things to consider, in addition to...
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Should you collect CPP and OAS while working in your 60s?
If you’re in your 60s and plan to remain in the workforce, here’s what you need to know about...
Tools and habits to stay on track with your money goals
Goal tracking is an important part of proactive financial planning. Here are some tools and habits to try to...
Should RRIF withdrawals be based on the younger spouse’s age?
Is there an advantage to using a younger spouse’s age to calculate minimum RRIF withdrawals? Find out.
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Financial gifts: What you need to know before giving money or investments
Whether you're giving to a family member or a cause you believe in, these considerations will help ensure your...
Can you avoid probate taxes on TFSAs?
Find out how to shield TFSAs from probate taxes, when no beneficiary or successor has been named for the...
Is an RRSP loan a good idea?
Depending on which tax bracket you’re in and whether you have other debt, you might be better off simply...
How to set financial goals that are realistic and achievable
Goal setting is an important financial strategy, but the key is to set goals that are realistic, relevant and...
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“My financial advisor overcontributed to my TFSA—now what?”
Overcontributing to a TFSA can be costly, especially if it goes unnoticed. What can you do if the error...