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Financial Planning

Ask MoneySense

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?

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

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

Financial Planning

How should a young couple spend a $110,000 windfall?

Renovations, law school, or starting a family—what should they prioritize?

How should a young couple spend a $110,000 windfall?

RESPs

RESPs and Canadian non-residency

Cara and her family are becoming non-residents of Canada. They want to know what this means for their RESP...

RESPs and Canadian non-residency

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Financial Planning

How woman executives can craft a financial plan

Bridge Venus Grimes new book "Corner Office Choices" puts the lens on life, career, investment and tax advice for...

How woman executives can craft a financial plan

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