Financial Planning Advice - MoneySense

Financial Planning

Can your portfolio ever get too big for the Couch Potato strategy?

by Dan Bortolotti

Taxes

What’s your investing “why?”

Instead of focusing on target returns, start with what you want the money to do for you and your family.

RESPs

“Will my hard-working teen have to pay tax on withdrawals from our family RESP?”

Financial Planning

What to do with a monetary advance on your inheritance

RESPs

What is an RESP?

RESPs are a powerful education savings tool for parents. Here’s why.

Financial Planning

Beyond financial planning: How to achieve the lifestyle you want

Newly mortgage-free, Mara is looking to invest $26,000 annually. But does that mean putting off life goals she could be enjoying today?

Retirement

Can Canadian seniors collect government benefits while still working?

RRSPs

Is moving $1 million out of segregated funds and into ETFs a good idea?

by Dan Bortolotti

Mortgages

Important tips on leaving real estate in your will

Financial Planning

Can you swing early retirement, financially? Try a “test drive”