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Financial Planning

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?

Financial Planning

The right way to unwind an RESP

The dos and don'ts of education savings

The right way to unwind an RESP

rrsp or tfsa? Which is better for a down payment

Investments to use for a down payment on a house

RRSP or TFSA? Likely, it'll be both

Investments to use for a down payment on a house

How expat investors can become millionaires

Canadians living around the world: here's advice for you

How expat investors can become millionaires

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separation agreement ex spouse estate

Financial Planning

How to ensure an ex-spouse doesn’t receive a part of your estate

"We have been separated for over 25 years and I'd like my present spouse to inherit everything"

How to ensure an ex-spouse doesn’t receive a part of your estate

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