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Financial Planning

I’ve been laid off. What should my severance be?

Connie was laid off from her job of 10 years. What are her options if she feels she deserves...

I’ve been laid off. What should my severance be?

Do you need to name all nieces and nephews as beneficiaries in a will?

And if Elizabeth doesn't name them all, will those left out contest the will?

Do you need to name all nieces and nephews as beneficiaries in a will?

The limits of Old Age Security survivor benefits

Lillian lost her husband and wants to know what happens to his Old Age Security pension.

The limits of Old Age Security survivor benefits

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?

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TFSA limit

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

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?

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?

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?

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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

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