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Financial Planning

retirement income - randy and sandra luke

Investing

Can we retire with $6,500 a month?

Randy and Sandra Luke wonder if they can deliver the income they feel they'll need in retirement

Can we retire with $6,500 a month?

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WTFinance is a TFSA?

Hint: It's not just a savings account

WTFinance is a TFSA?
guaranteed income supplement - elderly man looking at digital tablet

Pensions

What to expect when applying for GIS

Many mistakenly believe that if they can just keep their income below $17,699 that they will get the maximum...

What to expect when applying for GIS
RRIF estate planning inheritance tax

RRIFs

Gifting your RRIF to your children

Angie wants to give her RRIF to her children while she’s still alive

Gifting your RRIF to your children

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income property

RRSPs

Paying down an income property

Should you use your RRSP? Depends on your long-term goals

Paying down an income property
pension buyback

Pensions

Should you do a pension buyback?

It's almost always a good idea

Should you do a pension buyback?

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How should I invest a $60,000 inheritance?

Investing a large sum of money can be daunting. Here are some things you need to consider

How should I invest a $60,000 inheritance?

Pensions

What to expect when applying for CPP

Jon recounts his experience of being encouraged to apply for CPP

What to expect when applying for CPP

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senior retiree man planning for retirement

Retirement

The retirement reshuffle

How to rearrange investment accounts in your golden years

The retirement reshuffle

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