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Financial Planning

What should Mike do with his $10,000 inheritance?

A retiree wonders if it's time to spend

What should Mike do with his $10,000 inheritance?

taxes joint accounts

Avoid tax traps when opening a joint investment account

Beware of spousal attribution.

Avoid tax traps when opening a joint investment account

Guaranteed income is a no-brainer, right?

Why you should invest in guaranteed lifetime income for retirement

Guaranteed income is a no-brainer, right?

Financial Planning

How this retiree spends $1,100 a week

It’s hard but not impossible to change your lifestyle at 68

How this retiree spends $1,100 a week

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Have credit card debt? Raid that savings account

The solution is simple when interest rates are higher on your debt than your savings account.

Have credit card debt? Raid that savings account

Everything an investor needs to know in 26 tweets

Investing legend Jim O'Shaughnessy shares his investing secrets

Everything an investor needs to know in 26 tweets

How to mix rental income and portfolio returns in retirement

This couple has no pensions. How do they balance assets and rental income?

How to mix rental income and portfolio returns in retirement

Are segregated funds right for an 85-year-old?

Seg funds carry very high fees. Buyer beware

Are segregated funds right for an 85-year-old?

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Should we cash in our whole life policies and invest?

Whole life is like a GIC with free life insurance if held long enough

Should we cash in our whole life policies and invest?

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