Ask a Planner Archives

If one spouse makes most or all the financial decisions, the uninvolved spouse can be left vulnerable. That's one...

Brian is terminally ill and wants to ensure his wife is financially cared for.

Whom you name as your account beneficiary—and whether you name one—can have tax and estate implications. Here’s what you...

Sohail has become a non-resident of Canada, but still has a RESP account he is contributing to each month....

Meredith’s husband purchased a condo before they got married. She’s never lived in it, and wonders if she can...

Brett is concerned about the fees on his mutual funds and wonders if a fee-for-service advisor can help him...

Investors need to expect volatility and plan for it—not only in relation to the COVID-19 pandemic, but always. It’s...

You may decide that it’s better to receive dividend distributions in cash, especially if you plan to use them...

Morley is concerned about the education savings he’s putting aside for his son's twin boys. What happens if their...