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Financial Planning

Two women in their 70s, happy with their decision about annuities.

Retired Money

Should retirees in their early 70s partly annuitize?

Interest rates have soared in the past year—but annuity payouts, not so much. Find out what makes sense when...

Should retirees in their early 70s partly annuitize?
A Canadian family in the kitchen talking about wills and estate planning.

Estate Planning

How important are wills and estate planning for Canadians?

Learn from an estate administrator exactly what Canadian families should do right now to avoid headaches later.

How important are wills and estate planning for Canadians?
An oil pump as we discuss oil barrel prices

Investing

Making sense of the markets this week: June 18, 2023

This week, U.S. inflation cools, cruise lines and big tech stocks shine, and oil investors may be in trouble.

Making sense of the markets this week: June 18, 2023
A woman meets with her accountant and high fives as she files her 2022 income tax return for Canada, showing that she accurately filed on deadline, with tax claims that suited her.

Taxes

2022 Income Tax Guide for Canadians: Deadlines, tax tips and more

2022 Income Tax Guide for Canadians: Deadlines, tax tips and more

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A couple in their 70s embrace

Ask a Planner

What do to with a spousal RRSP at age 71

Converting the account to a spousal RRIF is a common option, but be aware of the income attribution rules.

What do to with a spousal RRSP at age 71

Ask a Planner

Are your deposits at Canadian financial institutions safe?

The failure of Silicon Valley Bank has highlighted risks in the U.S. banking system. Should Canadians with large deposits...

Are your deposits at Canadian financial institutions safe?

Ask a Planner

How spouses with joint accounts should claim capital losses

How spouses with joint accounts should claim capital losses
How much to take out of your RRSP in your 60s

Ask a Planner

How much to take out of your RRSP in your 60s

How much to take out of your RRSP in your 60s

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Senior couple using a digital device in a living room

Ask a Planner

Financial planning in your 70s

Be mindful of these money concerns, even after retirement. 

Financial planning in your 70s

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