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financial advisor

Ask MoneySense

Is a Couch Potato good for large portfolios?

Pooled funds are one option for large portfolios but not necessarily the best

Is a Couch Potato good for large portfolios?
will

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The one thing your will doesn’t always decide

When it comes to investments, naming a beneficiary may supersede a will

The one thing your will doesn’t always decide

Ask a Planner

Retirement income jitters

Penny has a defined benefit pension, but no equities. Will she have enough income in her golden years?

Retirement income jitters
Wall Street

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Does the 15% withholding tax apply to capital gains?

And who reports withholding taxes to the IRS—me, or the investment company?

Does the 15% withholding tax apply to capital gains?

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fee disclosure

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Let’s put an end to embedded compensation

While the groundwork has been laid, investors continue to wait for regulators

Let’s put an end to embedded compensation
retirement planning

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Paying into CPP when you work past your 60s

In Canada, paying into CPP if you work—at whatever age—is mandatory

Paying into CPP when you work past your 60s

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Are we on track to retire at age 50?

Hoping to leave their stressful jobs and retire for good, can Dereck and Heather do it?

Are we on track to retire at age 50?

Columns

Retiring frees up 2,000 extra hours a year

Ideas on what to do with all the leisure time you'll gain

Retiring frees up 2,000 extra hours a year

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Can you have RRSPs and RRIFs at the same time?

And more importantly, should you?

Can you have RRSPs and RRIFs at the same time?

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