When you should take a break from investing
With marriage and a mortgage on the horizon, Eric might consider pausing his Couch Potato strategy to focus on...
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Using cash for investments vs. paying down debt in retirement
Should Karen, 65, pay off her car loan or invest her $23,000?
6 strategies to help you (legitimately!) pay less capital gains tax
Timing the sale of assets is just one way to take the sting out of the taxman’s bite.
How to handle death inside a joint investment account
After Vee’s father passed away, her advisor made some transactions that she’s now questioning.
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How “work optional” can fit into your retirement plan
It’s simple: Retire early. Supplement your pension income with earnings from part-time work you enjoy. And if you’ve planned...
Can we afford to buy a cottage?
When you're saving it helps to be focused on a goal, but Bruce Sellery says it's also important not...
The right time to take Canada Pension Plan benefits
Steve is 61 and earns $71,000 annually. Should he opt to receive his CPP early?
What are the pros and cons of investing in private REITs?
Jeff’s private Real Estate Investment Trust has done well, but he wonders why they aren’t more widely held
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Province moves to protect consumers against unqualified financial advice
Finally, the Ontario budget brings clarity to financial planner and advisor credentials. Here's how