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Is it better to list a beneficiary on registered investments or have the account go to the estate?

When is it better to have beneficiaries listed on investment accounts versus leaving everything to the estate?

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How to plan for retirement in five or 10 years

When deciding to retire in five or 10 years, there are a few things to consider, in addition to...

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Should you collect CPP and OAS while working in your 60s?

If you’re in your 60s and plan to remain in the workforce, here’s what you need to know about...

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Tools and habits to stay on track with your money goals

Goal tracking is an important part of proactive financial planning. Here are some tools and habits to try to...

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Tax-efficient retirement strategy options for Canadians

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Scotiabank

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Can I leave a house to minor children?

When preparing your estate plan, does it make sense to leave property to minor-aged children?

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Should RRIF withdrawals be based on the younger spouse’s age?

Is there an advantage to using a younger spouse’s age to calculate minimum RRIF withdrawals? Find out.

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Does TINA still apply for the stock market? Are GICs and bonds a new option for Canadian investors?

Here’s why it’s still true that there’s no alternative (TINA) to investing in the stock market if you want...

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What Canadians living in the U.S. need to know about TFSAs

TFSAs are not "tax-free" in the eyes of the U.S. Internal Revenue Service, and income generated inside a TFSA...