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windfall inheritance

Financial Planning

What to do with a windfall

One of the best things you can do with a sudden influx of cash is nothing, at first

What to do with a windfall
retirement

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Am I saving enough for retirement?

How to find the answer using a reasonable set of assumptions

Am I saving enough for retirement?

Columns

Is a Couch Potato Portfolio appropriate for retirees?

It can be, as long as it meets your cash flow needs

Is a Couch Potato Portfolio appropriate for retirees?

Investing

Advice for small investors

Got less than $100,000 saved? Here's what you need to know

Advice for small investors

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Taxes

Tax deductions from investment expenses

If you borrowed to buy investments or paid investment counsel fees, you could save a bundle

Tax deductions from investment expenses

Taxes

Capital gains tax: Selling non-registered investments

Sara’s fiancé is paying lots of tax on his non-registered investment income. And as time goes on, the tax...

Capital gains tax: Selling non-registered investments

RRIFs

How to drain a RRIF

There's nothing wrong with planning to spend every last penny you've saved

How to drain a RRIF
Don't confuse bank representatives with financial planners (Jose Luis Pelaez Inc./Getty Images)

Retirement

Financial planner without a plan

Despite having worked with several bank reps, George still doesn’t have a plan and it's costing him dearly

Financial planner without a plan

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Financial Planning

When your advisor stops caring

John had his adviser’s attention at first. Now it’s started to wane. What should he do now that he...

When your advisor stops caring

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