Ask a Planner Archives

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

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

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

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

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

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

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

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

Keep your retirement portfolio simple and above all else, have a plan