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Financial Planning

gavel beside last will and testament

Ask MoneySense

Do my heirs need to be at the reading of my will?

This woman wonders what her sons and grandchildren need to do to inherit her Californian estate

Do my heirs need to be at the reading of my will?

Bonds

Dangers of expecting too much from the market

Don't make plans based on inflated assumptions

Dangers of expecting too much from the market

Ask a Planner

Is an RRSP worth it if you’re retiring abroad?

It makes sense from a tax perspective but might make investing a hassle

Is an RRSP worth it if you’re retiring abroad?

Columns

Yes, advisors CAN be worth the money

We're biased to low-fee investing but there are times an advisor is a good investment

Yes, advisors CAN be worth the money

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Columns

The best time to start CPP —if you don’t know when you will die

Taking benefits later can pay off. But here's the case for taking CPP sooner

The best time to start CPP —if you don’t know when you will die

Ask MoneySense

Can my stepmother change my father’s will?

What to know about wills, elderly parents and blended families

Can my stepmother change my father’s will?

Columns

A small TFSA with way too many funds

Getting started is bewildering. Master some simple steps

A small TFSA with way too many funds
future investment returns probate fees

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What’s tax deductible and what’s not

Planning fees and investing fees are not the same thing. Except sometimes...

What’s tax deductible and what’s not

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Financial Planning

How to write a will that’s actually fair

Who gets what is more complicated than many of us realize

How to write a will that’s actually fair

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