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tax tips

Taxes

Power of attorney and taxes: What you need to know

Ownership and other technicalities are factors

Power of attorney and taxes: What you need to know

Retirement

Retiring in a down market

Should David live off cash savings instead of selling his investments at a loss?

Retiring in a down market
segregated funds

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Segregated funds: Are the investment guarantees worth it?

When someone offers you a guarantee, it's usually in their best interest, not yours

Segregated funds: Are the investment guarantees worth it?

Taxes

Can I avoid probate?

Spike is settling an estate and trying to determine which assets are subject to probate

Can I avoid probate?

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retirees

Columns

Cautiously investing for retirement

How to generate retirement income without a company pension plan

Cautiously investing for retirement

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How to make the most of a pension transfer

Shelter as much of your savings from tax as possible

How to make the most of a pension transfer

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Advice for a conservative investor

Taking on too little risk can be a risky strategy in and of itself

Advice for a conservative investor
rate of return

Columns

Your expected rate of return

Canadian equity portfolios are expected to yield 6.3% before fees in 2015, according to the FPSC

Your expected rate of return

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Pensions

Working while collecting CPP, OAS

Over 65? You can choose whether to continue contributing to CPP in order to collect more later on

Working while collecting CPP, OAS

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