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Investing

A 19 holding TFSA that can be cut down to just two ETFs

How can Patti simplify her unwieldy portfolio?

A 19 holding TFSA that can be cut down to just two ETFs
separation agreement ex spouse estate

Financial Planning

How to ensure an ex-spouse doesn’t receive a part of your estate

"We have been separated for over 25 years and I'd like my present spouse to inherit everything"

How to ensure an ex-spouse doesn’t receive a part of your estate

Pensions

Can you get EI benefits even if you have a pension?

With a $4,000/month pension, this reader shouldn't expect to receive EI. Here's why

Can you get EI benefits even if you have a pension?
A man is seen staring at a laptop intensely

Investing

Should you change careers and become an investment advisor?

Low earnings at the start and aggressive sales targets can make it a challenge

Should you change careers and become an investment advisor?

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spousal rrsp or tfsa?

Retirement

Spousal RRSP or TFSA: The best option for a retired couple

If you want to prolong your retirement money, try the RRSP. But for estate planning, a TFSA may be...

Spousal RRSP or TFSA: The best option for a retired couple

Insurance

Are auto insurance premiums cheapest if you sign up in August?

Insurance companies cannot increase rates willy-nilly

Are auto insurance premiums cheapest if you sign up in August?

Pensions

Can you receive CPP benefits from two partners?

Twice the split CPP? It's possible, to an extent

Can you receive CPP benefits from two partners?

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Can a TFSA be invested in a life annuity?

Brian has been told that he can't. What are his options?

Can a TFSA be invested in a life annuity?

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Taxes

Can a U.S. citizen roll IRA money into a Canadian charity tax-free?

This reader wants to support a university

Can a U.S. citizen roll IRA money into a Canadian charity tax-free?

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