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Financial Planning

Financial Planning

How business owners should time CPP and OAS

Deferring has extra benefits when you own a business

How business owners should time CPP and OAS

Debt

Debt horror stories are ‘the new normal’ in Canada

Disturbing financial situations are no longer the extreme

Debt horror stories are ‘the new normal’ in Canada

Retirement

How to transition into retirement

The 'glide path' is when you wind down your career slowly. Here are the financial implications

How to transition into retirement

Retirement

Everything you can do with your RRSP at 71

If you still have time, you should consider withdrawals before 71

Everything you can do with your RRSP at 71

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u.s. capital gains tax

Taxes

What’s the capital gains tax on a joint tenant property?

Dating and own a property together? Know these tax consequences when you sell

What’s the capital gains tax on a joint tenant property?
will

Retirement

Maximize income splitting—years before you retire

Plan for your golden years in your 30s. Here are tips

Maximize income splitting—years before you retire
retirement books to read now

Retirement

Books you need to read before retirement

Learn about a five-stage retirement and more

Books you need to read before retirement
will

Financial Planning

The difference between wills and trusts

Knowing the difference between these two planning tools is the key to a successful estate plan

The difference between wills and trusts

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Taxes

Reporting the sale of a rental property

Remember the plus one year rule if you once used the rental property as your principal residence

Reporting the sale of a rental property

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