Beyond financial planning: How to achieve the lifestyle you want
Newly mortgage-free, Mara is looking to invest $26,000 annually. But does that mean putting off life goals she could...
Financial Planning
Can Canadian seniors collect government benefits while still working?
Rose is transitioning to semi-retirement at 65, and wonders about the tax and clawback implications of receiving CPP and...
Is moving $1 million out of segregated funds and into ETFs a good idea?
Sarah and her husband feel their RRSPs aren’t gaining as much as they should.
Important tips on leaving real estate in your will
How can Annie ensure her son inherits her condo mortgage-free?
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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?
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...
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Province moves to protect consumers against unqualified financial advice
Finally, the Ontario budget brings clarity to financial planner and advisor credentials. Here's how