How to handle death inside a joint investment account
After Vee’s father passed away, her advisor made some transactions that she’s now questioning.
How “work optional” can fit into your retirement plan
It’s simple: Retire early. Supplement your pension income with earnings from part-time work you enjoy. And if you’ve planned...
Can we afford to buy a cottage?
When you're saving it helps to be focused on a goal, but Bruce Sellery says it's also important not...
An easy guide to income splitting for seniors
Cindy and her husband are looking for strategies to help them save on taxes in retirement.
How will a pension buyback impact your income tax return?
Q. I plan to do a pension buyback for my service with the Government of Canada. Can I deduct...
The ins and outs of tax and estate planning for a RRIF
81-year old Lydia wants to minimize tax and maximize the estate value of her RRIF on death
If you’re looking for safety in your portfolio, gold isn’t the answer
Mary's friends want her to invest in gold. Is that a good idea?
Can I have a multi-generational RESP?
If money is left over in your child's RESP you can in theory use it for your future grandkid's...
Why the $35,000 RRSP Home Buyers’ Plan won’t be much help
Most young Canadians aren't using RRSPs.