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Financial Planning

Can Shaun and Kara retire in four years?

This couple's biggest challenge is learning how to spend in retirement

Can Shaun and Kara retire in four years?

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How to rebalance when some ETFs already do it themselves

Some ETFs rebalance themselves, but investors need to track their entire portfolio mix.

How to rebalance when some ETFs already do it themselves

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The problem with investing $150,000 in seg funds

Often the math doesn't add up

The problem with investing $150,000 in seg funds

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I’m retired, should I contribute to an RRSP or a TFSA?

In most cases, TFSAs make more sense than RRSPs for retirees

I’m retired, should I contribute to an RRSP or a TFSA?

Debt

Pay debt or invest? How to use your tax refund

Climbing interest rates render this question more important than ever

Pay debt or invest? How to use your tax refund

Debt

How life insurance can protect from debt risks

Using a personal line of credit to pay tuition could leave you liable

How life insurance can protect from debt risks

Investing

The best way to dump an advisor and mutual funds

How to sell your funds and become a DIY investor

The best way to dump an advisor and mutual funds

Budgeting

26 ways the 2018 Ontario Budget affects your wallet

What to know about the Liberals’ election budget

26 ways the 2018 Ontario Budget affects your wallet

Pensions

Timing CPP and OAS with workplace pensions

Even if you expect a 'bridge' payment from your DB pension, deferring CPP makes sense

Timing CPP and OAS with workplace pensions