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Financial Planning

What to do with a $2.4 million retirement portfolio

Paul also has $130K a year in pension income for life

What to do with a $2.4 million retirement portfolio

How does a missed HBP payment affect your bottom line?

If you miss one multiple times, it can get costly

How does a missed HBP payment affect your bottom line?

Is it okay to retire with debt?

Steve has debt but also has a generous DB pension. Should he retire?

Is it okay to retire with debt?

Borrowing to invest in an RRSP to avoid OAS clawback

Martin is still employed and wants to lower his taxes and OAS clawback

Borrowing to invest in an RRSP to avoid OAS clawback

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Does life insurance beat investing to cover final taxes?

This couple needs to offset $400,000 in estate taxes

Does life insurance beat investing to cover final taxes?

executor of wills and estates executor duties

Financial Planning

“I’ve been named an executor. Where on earth do I start?!”

Executor duties can be overwhelming. Where do you start? Here's advice.

“I’ve been named an executor. Where on earth do I start?!”

Best way to invest RRIF money so it lasts

Step 1: Separate lifetime sources of income from investing sources of income

Best way to invest RRIF money so it lasts

Financial Planning

Should you probate a will that includes real estate?

These are the rules in Ontario

Should you probate a will that includes real estate?

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Are RRSP contributions worth it at age 70?

Shirley wants to offset capital gains. Is it worth it?

Are RRSP contributions worth it at age 70?

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