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Retired Money

Should you delay your retirement because of COVID-19?

Some are suggesting Baby Boomers set back their retirement by up to five years to give their investments time...

Should you delay your retirement because of COVID-19?

Taxes

What you need to know about this year’s tax-filing extension

Recognizing the financial upheaval caused by COVID-19, the Canada Revenue Agency has given most of us extra month to...

What you need to know about this year’s tax-filing extension

Retirement

How the coronavirus pandemic could change the way we think about retirement in Canada

Will we still be able to choose from the kinds of retirement options we’ve come accustomed to? Additional planning...

How the coronavirus pandemic could change the way we think about retirement in Canada

Columns

Why a prenuptial agreement is a good idea

Michael is thinking about proposing to his girlfriend, and seeks guidance about how to recognize the differences in their...

Why a prenuptial agreement is a good idea

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Investing

Should investors worry about suspended guidance?

Because of the uncertainty around the COVID-19 crisis, many companies are refusing to say what kind of earnings or...

Should investors worry about suspended guidance?

Banking

Oaken Financial review 2020 

For Canadians who are comfortable doing most of their banking online, and are looking for a range of flexible...

Oaken Financial review 2020 

Ask a Planner

“Records of my stock purchase have disappeared. What now?”

Tonya bought shares of a small company, which she sold at a loss. She’d like to use that loss...

“Records of my stock purchase have disappeared. What now?”

Investing

What to make of this quarter’s “earnings season”

With companies now beginning to report on Q1 results, this is the first time we get to see how...

What to make of this quarter’s “earnings season”

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Ask a Planner

Should you consider using joint accounts to avoid probate?

Would listing Laurel as her aging mother’s joint account holder simplify management of her mother’s affairs if she is...

Should you consider using joint accounts to avoid probate?

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