Ask a Planner Archives

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

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

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

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

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

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

Rachel has two options: a bank or an investment firm

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

Pension elections can be daunting. Here's what to consider