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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
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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 a Planner

What happens to real estate when a spouse dies and property isn’t held jointly? 

Barb’s mother is living in a house that was owned by her deceased father, and remains in the name...

What happens to real estate when a spouse dies and property isn’t held jointly? 
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Ask a Planner

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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Tangerine Bank review: Everything you need to know

Looking for a new bank? Or wondering if you're getting what you need from Tangerine? We review its most...

Tangerine Bank review: Everything you need to know
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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

Selling your house? Here’s where to invest the proceeds

What to do with the proceeds of a house sale, RRSPs and TFSAs? Invest. Here's how robo-advisors might work.

Selling your house? Here’s where to invest the proceeds
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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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EQ Bank review

Thinking of opening a high-interest savings account or purchasing GICs but aren’t sure which bank’s products will fit your...

EQ Bank review