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Financial Planning

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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

TFSAs

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

Ask MoneySense

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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Should Mark invest his tax refund or put it to his mortgage?

He earns $200,000 annually and wants to prioritize his goals

Should Mark invest his tax refund or put it to his mortgage?

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Pensions

Can you transfer your full pension into an RRSP?

Margaret wants to know how to avoid losing some of her pension if she transfers it into an RRSP...

Can you transfer your full pension into an RRSP?

Retirement

RRIFs and income splitting in the year of death

Gloria’s husband died recently. She’s looking for clarification on what happens with his RRIF and if and how she...

RRIFs and income splitting in the year of death

Financial Planning

Should I make both my kids executors to my will?

Andrew sees advantages to naming both kids but wonders if it's wise

Should I make both my kids executors to my will?
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Investing

How to invest for an unexpected early retirement

Should Danny downsize, invest differently, or clear his debts?

How to invest for an unexpected early retirement

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Retired Money

What I learned by putting Viviplan to the test

Including tips on retirement, investing—and not running out of money

What I learned by putting Viviplan to the test

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