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RRSPs

How to get money out of locked-in retirement accounts

Pete has a LIRA and wants to understand the rules on making withdrawals

How to get money out of locked-in retirement accounts
cra tax

Debt

What to do with an inheritance

Should Rich use his $200,000 inheritance to reduce his debt and increase his cash flow?

What to do with an inheritance

Retirement

Are you ready to retire?

9 questions to help you determine if you can afford to quit working

Are you ready to retire?

Pensions

How pension income splitting really works

Ken is trying to get some answers so he can plan a tax efficient retirement income for he and...

How pension income splitting really works

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ontario budget 2017

Retirement

Optimize your retirement income

Jackie is approaching retirement and her husband is retired. She’s looking to optimize her retirement income and minimize her...

Optimize your retirement income

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Using more than one financial adviser

At key times in your life, it makes sense to use more than one financial adviser. Does it make...

Using more than one financial adviser

RRSPs

Timing RRSP withdrawals

Kate has a home repair that she wants to fund with an RRSP withdrawal. Should she? And if she...

Timing RRSP withdrawals

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Invest or pay off the mortgage?

Here's what Martin should do with the money he's currently stuffing in his TFSA

Invest or pay off the mortgage?

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bonds vs. cash

Bonds

The lowdown on long-term bonds

AJ has three long-term bonds in his RRIF. The yields are good, but he’s worried that these investments were...

The lowdown on long-term bonds

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