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Retirement

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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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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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Ask MoneySense

Are single seniors unfairly penalized at tax time?

Karen wonders if her latest tax bill is too high, and whether there's a way to avoid the social...

Are single seniors unfairly penalized at tax time?
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Maximizing spousal RRSP contributions in your 70s

Don wants to know exactly when is the cutoff for contributions in his wife’s case, and when to convert...

Maximizing spousal RRSP contributions in your 70s
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How is a RRIF taxed in the hands of a beneficiary?

The consequences of taxes and beneficiary designations on registered accounts like RRIFs can be confusing—and sometimes this confusion results...

How is a RRIF taxed in the hands of a beneficiary?
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Should you always split your pension income?

Narayan wants to know the best ways to save income tax, given the disparity between his income and his...

Should you always split your pension income?

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What happens at the end of a reverse mortgage?

Myth: seniors who sign reverse mortgage contracts will lose possession of their homes. In fact, there are three common...

What happens at the end of a reverse mortgage?

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