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Financial Planning

“We paid off our mortgage early. What now?”

It's important to make a plan for your new, excess cash flow—bumping up retirement savings and emergency funds are...

“We paid off our mortgage early. What now?”

Retired Money

Investing in 5G

This next generation of technological innovations and infrastructure may also usher in the next generation of big stock-market wins....

Investing in 5G

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A guide to guaranteed investment certificates (GICs)

Wondering if GICs have a place in your savings and investing plans? We explain the different types, how they...

A guide to guaranteed investment certificates (GICs)

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Winding down self-employment and planning for retirement

At 60, Deborah is looking to work less and spend more time by the water, where she's happiest. But...

Winding down self-employment and planning for retirement

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Is a reverse mortgage right for you?

Drawing on the equity in your home, a reverse mortgage is like a loan to yourself—and one you won’t...

Is a reverse mortgage right for you?

Retired Money

Is the 4% Rule obsolete?

The idea that retirees can safely withdraw 4% per year from their portfolio without running out of money has...

Is the 4% Rule obsolete?

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Which savings plans should a 37-year-old with a military disability income contribute to, and when?

Jason and his wife have registered disability savings plans, and want to know how to prioritize their contributions among...

Which savings plans should a 37-year-old with a military disability income contribute to, and when?
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Financial Planning

7 steps to take when dividing property during divorce 

More than a decree, divorce is a process—and this quick reference will help guide you through the financial aspects...

7 steps to take when dividing property during divorce 

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What to consider when naming investment account beneficiaries

Whom you name as your account beneficiary—and whether you name one—can have tax and estate implications. Here’s what you...

What to consider when naming investment account beneficiaries