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Paying tax when moving a 401K to Canada

Transferring funds from the U.S. to Canada can get expensive

Paying tax when moving a 401K to Canada
monthly pension vs lump sum commuted pension

Pensions

Lump sum vs. monthly pensions

Low interest rates mean a higher lump sum— but don't let that be your deciding factor

Lump sum vs. monthly pensions
inflation-adjusted bonds

Investing

The tail of the bond bull

As well as bonds have performed since the 1980s, investors shouldn't expect much from them going forward

The tail of the bond bull

Investing

Prep your portfolio for higher rates

With central banks starting to raise rates here are two bond ETFs strategies for a changing rate environment

Prep your portfolio for higher rates

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asset allocation - changing with age

Investing

How should your asset allocation change over time?

Investors are told to adopt a more conservative portfolio as they age, but a new study suggests maintaining a...

How should your asset allocation change over time?

Investing

Time to get on the couch

Diane and her husband are starting their portfolio over from scratch, but they are nervous about investing it all...

Time to get on the couch
value stock

Investing

Building a profitable and stable portfolio

Tired of chasing the latest hot stock or sector? Here's one equity strategy that delivers lower volatility while producing...

Building a profitable and stable portfolio

Financial Planning

The role of power of attorney

The roles and responsibilities differ from that of executors to a will. Here's how

The role of power of attorney

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interest rate

Debt

Canadians pile up debt faster than other countries

The risks are rising as Canada’s borrowing binge accelerates

Canadians pile up debt faster than other countries

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