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Retirement

‘Sandwich generation’ perks and pitfalls

You won't be stuck in the middle forever so make the most of it

‘Sandwich generation’ perks and pitfalls

Mutual Funds

Should I get out of my high-fee mutual funds?

Keith is considering a move to a new investment adviser in search of lower fees

Should I get out of my high-fee mutual funds?

Financial Planning

The worst thing about being self-employed

You're on your own when problems creep up

The worst thing about being self-employed

Columns

How to manage multiple investment accounts

Couples should consider their retirement accounts as a single large portfolio

How to manage multiple investment accounts

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tax tips

Retirement

Is the 4% rule out of date?

The 4% rule only makes sense if you’re trying to keep your nest egg fully intact over the long...

Is the 4% rule out of date?

Columns

5 myths of findependence

What you need to know about the days after achieving financial independence

5 myths of findependence

Stocks

Just visiting: Stock-picker flirts with real estate

Cottage life can be more expensive than staying at a very nice hotel on a per night basis

Just visiting: Stock-picker flirts with real estate

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The $1,000-a-month rule for retirement

For every $1K in monthly income you want in retirement, you need to have saved $240K

The $1,000-a-month rule for retirement

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income property

Taxes

Reducing capital gains on the sale of a cottage

Fred's mother wants to claim the cottage her principal residence before selling it to the kids

Reducing capital gains on the sale of a cottage

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