How to handle death inside a joint investment account
After Vee’s father passed away, her advisor made some transactions that she’s now questioning.
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How to calculate capital gains and losses on rental property
Chris’s rental property used to be his principal residence. After enduring some bad tenants, he’s looking to sell
An easy guide to income splitting for seniors
Cindy and her husband are looking for strategies to help them save on taxes in retirement.
The ins and outs of tax and estate planning for a RRIF
81-year old Lydia wants to minimize tax and maximize the estate value of her RRIF on death
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What to do when banks give questionable financial advice to seniors
Mel can't get a straight answer from his bank about his investment fees and is looking for some input...
Getting the most out of retirement income planning with an older spouse
Ellen is curious how pension income splitting works when there is a big age difference between spouses. There are...
Disability, income splitting and tax reduction
Rob’s wife is unable to work due to a chronic illness. He’s trying to plan for tax reduction in...
Why it’s still worth it for high-income seniors to apply for OAS
Eileen is worried about the adverse impact on her taxes if she applies for OAS, and wonders if she...
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The limits of Old Age Security survivor benefits
Lillian lost her husband and wants to know what happens to his Old Age Security pension.