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Financial Planning

Financial Planning

How to shuffle a DIY portfolio to last to age 90

Sarah mulls how to make disability, OAS and registered plans work together

How to shuffle a DIY portfolio to last to age 90

investing

Financial Planning

What to consider when choosing the right advisor

CFP James P. Gunn explains what to look for in an advisor

What to consider when choosing the right advisor

defined benefit pension plans

This is what’s protecting your pension

The Ontario failsafe in case your DB pension tanks

This is what’s protecting your pension

house title

Financial Planning

Why adding your kids to the house title will cost you

It seems to be common practice for seniors to add the kids to ownership of a house. I’m not...

Why adding your kids to the house title will cost you

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whole life insurance

How life insurance can shave your capital gains tax

Upon retirement, it's no use for income replacement, but there are other benefits

How life insurance can shave your capital gains tax

retirement planning

Financial Planning

What taxes do my LIRA beneficiaries have to pay?

Be aware of tax bills

What taxes do my LIRA beneficiaries have to pay?

estate planning wills estates financial planning disinherit daughter mother daughter fight

Financial Planning

Can I disinherit my spoiled daughter?

You can't ignore those who have legal rights to your estate

Can I disinherit my spoiled daughter?

rrsp withdrawals

The wrong way to pay off debt

RRSP withdrawals will mean being hit by a big tax bill

The wrong way to pay off debt

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RRIF withdrawals Canadian money 50 dollar note

What the latest rate hike means for you

Those with mortgages will feel the hike the most

What the latest rate hike means for you

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