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Retirement

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Financial Planning

Fresh takes on the challenges facing baby boomers as they approach retirement

Our columnist reviews The Boomers Retire, a new book that fills the growing knowledge gap about retirement income among...

Fresh takes on the challenges facing baby boomers as they approach retirement
contemplative older woman

Ask a Planner

Are you entitled to anything when your ex-spouse dies?

Ginette wonders if she can claim survivor benefits although she and her late former husband were no longer together. 

Are you entitled to anything when your ex-spouse dies?
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Ask MoneySense

Questions about real estate, family, finances and more

Three situations: Renovating a cottage to build an inheritance, adding names to a property and understanding capital gains. And...

Questions about real estate, family, finances and more
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A guide to spousal RRSPs for married and common-law partners

There are benefits, but also potential pitfalls, to beware of when considering contributions to your spouse or partner’s registered...

A guide to spousal RRSPs for married and common-law partners

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Investing

Is the Longevity Pension Fund a cure for retirement income worries?

A newly-announced Purpose Investments product targets the army of Canadians facing retirement without a defined benefit pension.

Is the Longevity Pension Fund a cure for retirement income worries?
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Investing

How much real estate should you have in a balanced portfolio?

REITs and REIT ETFs offer exposure to residential or commercial real estate, without the hassle of being a landlord....

How much real estate should you have in a balanced portfolio?
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Investing

Making sense of the markets this week: May 3, 2021

There's money to be made in energy, but fund managers are hesitant to go there; why Warren Buffett is...

Making sense of the markets this week: May 3, 2021
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Sponsored by Equitable Bank

Home equity options: When should you choose a reverse mortgage over a conventional mortgage or HELOC? 

These products may seem similar, because they all give you access to the value that’s tied up in your...

Home equity options: When should you choose a reverse mortgage over a conventional mortgage or HELOC? 

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New investment approaches for risk-averse Canadians

Old-school investors may find the capital preservation techniques they have relied on in the past won't work the same...

New investment approaches for risk-averse Canadians

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