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Financial Planning

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Should you consider using joint accounts to avoid probate?

Would listing Laurel as her aging mother’s joint account holder simplify management of her mother’s affairs if she is...

Should you consider using joint accounts to avoid probate?

Retired Money

Reconsidering when to take CPP benefits amid COVID-19 risk

Most or even all of your Canada Pension Plan benefits may be lost to your partner, should you die...

Reconsidering when to take CPP benefits amid COVID-19 risk

Ask MoneySense

Can you reduce the amount of tax withheld on RRSP withdrawals?

David is shocked by how much tax is deducted from his RRSP withdrawals, despite his low income. What are...

Can you reduce the amount of tax withheld on RRSP withdrawals?

Ask a Planner

How a young family can make the best use of an insurance payout

Katie and Tom just received a tax-free, lump-sum insurance payout. They’d like advice on how to prioritize RRSPs, TFSAs,...

How a young family can make the best use of an insurance payout

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Ask a Planner

What should retirees do with their investments amid COVID-19?

With North American stock markets down more than 30% from their recent highs, Canadians who are retired or close...

What should retirees do with their investments amid COVID-19?

Columns

“Is my severance package fair?”

Marina was recently laid off from the job she held for 17 years. She received about half of what...

“Is my severance package fair?”

Ask MoneySense

Using life insurance to leave your kids an inheritance

Like a reverse mortgage, you would borrow against the policy’s cash value. When you pass away, the loan is...

Using life insurance to leave your kids an inheritance

Investing

3 ways the coronavirus is already affecting your finances

With the speed at which the disease and its economic impact are picking up, no one will blame you...

3 ways the coronavirus is already affecting your finances

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Financial Planning

Comeback moms

Restarting your career after being a stay-at-home mom also means rethinking your financial goals. Here's advice on how, from...

Comeback moms

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