Should James take a lump-sum pension buyout and invest the money himself?
Upon closer consideration, many people find that keeping their guaranteed pension payments leaves them better off.
Financial Planning
What is an EPSP, and how does it affect employees at tax time?
Corporations can choose to share a portion of profits with their employees by setting up a trust, called an...
Meeting with a financial planner for the first time? Here’s how to prepare
Talking with your partner about your financial future is an important first step; you need to be able to...
“Will selling my house help me retire sooner—and more securely?”
Karen divorced at 55 and worries about carrying mortgage debt when she retires. At the same time, she thinks...
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“What is my spouse entitled to if we divorce?”
While it may seem unfair that divorce law does not favour the party who didn’t initiate a separation, non-compliance...
Should you take out a loan to pay for your wedding?
Saving up for the big day could be easier than you think.
7 tips to foster your financial peace of mind
Start by defining what “wealth” means to you, and then understand the resources and strategies you can leverage to...
Should you add your grandkids as joint tenants on stocks?
Avoiding probate is one advantage.
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Can you make a transfer from an RESP to a spouse’s RRSP?
Ralph has unused savings in a registered education savings plan, and wonders if he can move the taxable portion...