Important tips on leaving real estate in your will
How can Annie ensure her son inherits her condo mortgage-free?
Financial Planning
Can you swing early retirement, financially? Try a “test drive”
Julie and Peter are on track to have $100,000 after taxes to spend in retirement. It may even be...
When you should take a break from investing
With marriage and a mortgage on the horizon, Eric might consider pausing his Couch Potato strategy to focus on...
Using cash for investments vs. paying down debt in retirement
Should Karen, 65, pay off her car loan or invest her $23,000?
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How “work optional” can fit into your retirement plan
It’s simple: Retire early. Supplement your pension income with earnings from part-time work you enjoy. And if you’ve planned...
Province moves to protect consumers against unqualified financial advice
Finally, the Ontario budget brings clarity to financial planner and advisor credentials. Here's how
3 rules for maximizing charitable donations in your will
Mary wants to use charitable gifts to help reduce the amount of tax owed by her estate.
An easy guide to income splitting for seniors
Cindy and her husband are looking for strategies to help them save on taxes in retirement.
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What to do when financial advisors don’t live up to their promises
Dana's $750,000 portfolio had weaker returns than her advisor promised. What should she do?