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Financial Planning

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What to do with a monetary advance on your inheritance

Maureen’s husband wants to put a $200,000 gift from her parents toward their mortgage, but she isn’t convinced.

What to do with a monetary advance on your inheritance

Investing

What is an RESP?

RESPs are a powerful education savings tool for parents. Here's why.

What is an RESP?

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Beyond financial planning: How to achieve the lifestyle you want

Newly mortgage-free, Mara is looking to invest $26,000 annually. But does that mean putting off life goals she could...

Beyond financial planning: How to achieve the lifestyle you want

Columns

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?

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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”

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

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