Ask a Planner Archives

Don and his wife are worried that they will pay too much tax if they keep working and accumulating...

Sara’s fiancé is paying lots of tax on his non-registered investment income. And as time goes on, the tax...

There's nothing wrong with planning to spend every last penny you've saved

David is sitting pretty going into retirement but he’s reluctant to draw on his savings at all

Despite having worked with several bank reps, George still doesn’t have a plan and it's costing him dearly

The timing of when to begin CPP can be more art than science

John had his adviser’s attention at first. Now it’s started to wane. What should he do now that he...

Bill is trying to make a choice between taking a lump-sum commuted value from his defined benefit pension or...

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