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How to manage your tax withholding in retirement

Canadians accustomed to annual tax refunds may be surprised to owe tax in retirement and have government benefits clawed...

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When do CPP and OAS pension payment increases happen around your birthday?

Luis asks when his Old Age Security payments will increase now that he is 75. We look at adjustment...

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CPP for non-residents of Canada: How to apply, report pension income and more

A Certified Financial Planner explains how the CPP process works for a non-resident of Canada and if a return...

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How much money should I have saved by age 40?

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Should you take extra RRIF withdrawals to increase your estate?

Contrary to the conventional advice, taking more than the minimum RRIF withdrawal can at times save tax on your...

Retirement

How to plan for retirement when you have no pension

Practical advice on how to build your retirement savings for employees at mid-career, the self-employed, single parents and more.

Financial literacy

Financial planning for the first time? A guide for women on a single income

Single and your income is already spread thin—so how do you save for the future? Three financial experts share...

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Should you invest an inheritance in an RRSP or a TFSA?

A Certified Financial Planner provides perspective on the TFSA vs. RRSP question for a couple in their late 50s...

Renovations

How to renovate your home on a fixed income

Spending thousands of dollars on upgrades to your living space can be daunting for seniors. Here are some financing...