Retired Money

The 60/40 portfolio: A phoenix or a dud for retirees?

Retired or near retirement and rethinking the classic balanced asset allocation? Here’s the debate—that’s not really a debate—on the...

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“Why do I need a financial plan?”

Presented By

National Bank of Canada

Investing

Making sense of the markets this week: September 18

Interest rates and the markets, Oracle’s earnings report, a look at wealth and happiness, and what’s a “tontine”? ...

Ask a Planner

Can a LIRA be transferred to an RRSP with no contribution room in Ontario?

Moving money from a LIRA or LIF to an RRSP or RRIF can have benefits. Here’s what to consider...

Investing

Making sense of the markets this week: July 10

The worst start for markets since 1962, rate-hike fears, the pending real estate collapse and bank brokerages hide high-interest...

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Should I sell and rent or get a reverse mortgage?

What to consider before selling your home or getting a reverse mortgage. The math reveals the real costs for...

Pensions

Should you apply for OAS even if you have a high income?

If you are a high-income senior whose Old Age Security would be fully clawed back, find out if you...

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How does CPP credit splitting work if I’m divorced?

A Certified Financial Planner helps a reader understand how pension splitting between divorced spouses works.

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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.