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A newspaper photo of US stock performance

Investing

Investing U.S. stocks in a TFSA

Avoiding U.S. stocks in your TFSA may lead you to pay more tax

Investing U.S. stocks in a TFSA

Financial Planning

What is in a financial plan?

Here's exactly what a financial plan from a fee-only planner entails.

What is in a financial plan?
TFSA limit

TFSAs

Can I reset my TFSA?

John has lost money in his TFSA and he wants to figure out the best way to make lemonade...

Can I reset my TFSA?

Taxes

Should I transfer a 401K into Canada?

Here are the pitfalls and situations where it might it be better to not transfer at all

Should I transfer a 401K into Canada?

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tfsa contribution room

Financial Planning

What happens to a TFSA after you die?

There are three things you can do to make sure your TFSA goes to who you want

What happens to a TFSA after you die?

Retirement

Can I retire in 6 months?

Walter, 63, may be forced into retirement next spring. But is he ready?

Can I retire in 6 months?
will

Investing

Investing as power of attorney

Selling his mother's house will leave Frank with $140,000 in proceeds. Here's what he should do with the money

Investing as power of attorney
compound interest

Retirement

Where should I transfer my pension?

Rachel has two options: a bank or an investment firm

Where should I transfer my pension?

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monthly pension vs lump sum commuted pension

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RRSPs, DCPPs, CPP, oh my!

Daniel has plenty of retirement options. Which should he prioritize?

RRSPs, DCPPs, CPP, oh my!

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