Risky robos
Robo-advisors aren't dangerous but they aren't "safe" either
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Generally, Americans should avoid TFSAs and RESPs
Jerry pays a few thousand dollars in monthly fees but they may not be tax deductible
Yvonne's recently-passed husband had capital losses. Did she maximize the claim on his final tax return?
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Angie wants to give her RRIF to her children while she’s still alive
Keith arranged to split pensions with his late wife many years ago. What is he entitled to now?
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Doing this makes sense for plenty of Canadians. Is it the right option for you?