Ask a Planner Archives

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

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

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

How to generate retirement income without a company pension plan

Shelter as much of your savings from tax as possible

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

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

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

Nancy received an inheritance, took out a line of credit and has spent almost all of it. Now she’s...