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Retirement

Financial Planning

Caring for a parent? Get a power of attorney

Often an afterthought, the POA document will smooth the process of seeing to their needs.

Caring for a parent? Get a power of attorney

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Making the most of the pension tax credit

Under what circumstances can you obtain the greatest tax savings on this $2,000 credit?

Making the most of the pension tax credit
A man looks over a brochures offering various retirement savings options Friday, Feb. 3, 2012 in Montreal.

Retirement

From RRSP to RRIF—managing your investments in retirement

Learn how to navigate the transition from RRSP to RRIF, plan withdrawals, manage taxes, and tailor your retirement strategy...

From RRSP to RRIF—managing your investments in retirement

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What’s more important: your wealth or your legacy?

Different retirement income strategies using registered accounts produce different outcomes. You must pick your priorities.

What’s more important: your wealth or your legacy?

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Signage is seen in the reception of CPP Investments' Toronto offices, on Thursday, September 21, 2023.

Pensions

Young Canadians sue CPP Investments over climate risks

Plaintiffs allege the Canada Pension Plan is exposing their retirement savings to unnecessary risk by underestimating climate change impacts.

Young Canadians sue CPP Investments over climate risks

Retired Money

Who you gonna trust: Barry Ritholtz or Jim Cramer?

A trio of new books from notable (and notorious) authors offer fresh insights on retirement investing.

Who you gonna trust: Barry Ritholtz or Jim Cramer?
Senior woman at a desk holding a cup of coffee

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How to bridge the gap until an inheritance

A MoneySense reader has limited retirement income, a paid-off condo, and anticipates a substantial inheritance from her mother. How...

How to bridge the gap until an inheritance

Financial Planning

3 signs you need to take control of your parents’ finances

A time will likely come when you have to care for your elderly relatives' money matters. Here are some...

3 signs you need to take control of your parents’ finances

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Man and woman sitting at a desk reviewing documents

Financial Planning

Having a financial plan more than doubles your retirement confidence—here’s why so many Canadians are skipping it

Cost, complexity, and confusion about what financial planning involves prevent Canadians from taking action, but 93% of those who...

Having a financial plan more than doubles your retirement confidence—here’s why so many Canadians are skipping it

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