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Retirement

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Looking for reliable books and online resources on retirement? Here are a few

Even if you’re working with a financial planner or advisor, it’s worth your time to read up on financial...

Looking for reliable books and online resources on retirement? Here are a few

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Should James take a lump-sum pension buyout and invest the money himself?

Upon closer consideration, many people find that keeping their guaranteed pension payments leaves them better off.

Should James take a lump-sum pension buyout and invest the money himself?

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How to avoid tax-payment nightmares when RRIF withdrawals start

The solution to minimizing any tax shocks? Mimic the "taxed at source" treatment most employees experience. Here's how.

How to avoid tax-payment nightmares when RRIF withdrawals start

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“Am I on track?” Krista, a 34-year-old Montrealer, saves $20,000 a year

Longevity runs in Krista’s family—so, although retirement is 30 years away, she worries about outliving her money. How much...

“Am I on track?” Krista, a 34-year-old Montrealer, saves $20,000 a year

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“Will selling my house help me retire sooner—and more securely?”

Karen divorced at 55 and worries about carrying mortgage debt when she retires. At the same time, she thinks...

“Will selling my house help me retire sooner—and more securely?”

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Playing investment catch-up

At age 50, Viki’s putting aside $12,000 a year. Will that give her enough to retire comfortably at 67?

Playing investment catch-up

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Getting a head start on their golden years

Tim is 47, and his wife is 46. They’re aggressively paying off their mortgage and will have defined benefit...

Getting a head start on their golden years
A old man is seen drinking from a cup

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Maintaining your asset allocation while you draw down funds from a RRIF

If you plan on managing your own investments in retirement, here’s a simple way to rebalance your portfolio.

Maintaining your asset allocation while you draw down funds from a RRIF

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Should you opt in to a group RRSP?

If your employer offers a matching contribution, you get an automatic return on investment that would be tough to...

Should you opt in to a group RRSP?

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