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Financial Planning

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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...

Can Canadian seniors collect government benefits while still working?
Senior couple talking with laptop computer

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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.

Is moving $1 million out of segregated funds and into ETFs a good idea?

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Important tips on leaving real estate in your will

How can Annie ensure her son inherits her condo mortgage-free?

Important tips on leaving real estate in your will

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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...

Can you swing early retirement, financially? Try a “test drive”

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Canadian Couch Potato

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...

When you should take a break from investing

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Using cash for investments vs. paying down debt in retirement

Should Karen, 65, pay off her car loan or invest her $23,000?

Using cash for investments vs. paying down debt in retirement

Columns

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...

How “work optional” can fit into your retirement plan

News

Province moves to protect consumers against unqualified financial advice

Finally, the Ontario budget brings clarity to financial planner and advisor credentials. Here's how

Province moves to protect consumers against unqualified financial advice

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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.

3 rules for maximizing charitable donations in your will

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