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At 66, borrowing to invest in a TFSA isn’t a good idea

Dawn has never had a financial plan. She should pay off her debt and focus on maximizing government tax...

At 66, borrowing to invest in a TFSA isn’t a good idea

Getting the most out of retirement income planning with an older spouse

Ellen is curious how pension income splitting works when there is a big age difference between spouses. There are...

Getting the most out of retirement income planning with an older spouse

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How to make your ex pay their share of the debt?

Rita's common-law partner left her high and dry last spring.

How to make your ex pay their share of the debt?

I’ve been laid off. What should my severance be?

Connie was laid off from her job of 10 years. What are her options if she feels she deserves...

I’ve been laid off. What should my severance be?

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Do you need to name all nieces and nephews as beneficiaries in a will?

And if Elizabeth doesn't name them all, will those left out contest the will?

Do you need to name all nieces and nephews as beneficiaries in a will?

The limits of Old Age Security survivor benefits

Lillian lost her husband and wants to know what happens to his Old Age Security pension.

The limits of Old Age Security survivor benefits

What’s the best time to transfer a TFSA between institutions?

Sandie wants to get the timing of her TFSA transfer right

What’s the best time to transfer a TFSA between institutions?

TFSA limit

8 key things about TFSAs and how Canadians use them

A BMO study shows TFSA usage is climbing but we're sorely lacking when it comes to understanding limits and...

8 key things about TFSAs and how Canadians use them

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Should Marcel move all his RRIF investments to a low-risk balanced fund?

He wants to lock in equity gains and reduce volatility

Should Marcel move all his RRIF investments to a low-risk balanced fund?

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