Financial Planning Advice - MoneySense

Taxes

How your tax bracket decides whether a TFSA or RRSP contribution is best

And why your tax bracket in retirement is also key

Retirement

An advisor is charging 1.95% for an ETF portfolio. That’s too high.

by Dan Bortolotti

Pensions

What’s better, a LIRA or an enhanced pension?

by Special to MoneySense

Retirement

Why so many athletes run into financial trouble

A look at the challenges athletes face after retiring from short sports careers

Retirement

How does a LIRA work after a pension transfer?

Ted is confused about his investment options after leaving a DC pension, and whether his pension money would be better off in a regular RRSP.

Financial Planning

What to look for when choosing a financial advisor

by Dan Bortolotti

TFSAs

Why repaying student debt early is the best investment you can make

by Special to MoneySense

Financial Planning

The challenge of estate planning with blended families

Blended family conflicts have Chris rethinking her will. What should she do?

Retirement

What to do when banks give questionable financial advice to seniors

Mel can’t get a straight answer from his bank about his investment fees and is looking for some input on investing late in retirement.

Retirement

Should I invest my money or buy a life insurance policy instead?

by Special to MoneySense