Retired Money

Two women in their 70s, happy with their decision about annuities.

Retired Money

Should retirees in their early 70s partly annuitize?

Interest rates have soared in the past year—but annuity payouts, not so much. Find out what makes sense when...

Should retirees in their early 70s partly annuitize?
Six people celebrating retirement, symbolizing the five (plus one) factor for when to retire in Canada

Retired Money

The five factors of retirement for Canadians

There are five factors in deciding the timing of retirement—plus a sixth factor that isn’t important even though many...

The five factors of retirement for Canadians
Three employees at their production jobs talking about cashing out their employee pensions.

Retired Money

Should you cash out your workplace pension when you leave a job?

Find out why Canada has it better than the U.S. for registered employer pensions. A UBC study on cashing...

Should you cash out your workplace pension when you leave a job?
A retiree with her adult child's own family at their first home, thanks to the FHSA

Retired Money

How retired parents can use the FHSA to help their adult children

Canada’s new first home savings account nicely complements earlier real estate programs. Retirees with grown adult children should take...

How retired parents can use the FHSA to help their adult children

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A young man and an older man walking up stairs. This symbolizes how much you need to retire by starting to invest in your 20s

Retired Money

How much money do you need to retire in Canada? Is it really $1.7 million? 

While $1.7 million is a big number, it’s possible to retire in Canada on that amount, if you start...

How much money do you need to retire in Canada? Is it really $1.7 million? 
Playing on the words "all-weather" a man is walking outside in the snow, fully dressed and ready for the weather.

Retired Money

Are ETFs a good investment for an all-weather portfolio?

Are ETFs a good investment for an all-weather portfolio?
A man in a suit, smiles as he's thinking to retire soon. He's also wondering what inflation will do to his savings.

Retired Money

Inflation and investments: Heads up if you’re retired or retiring soon

How will inflation affect your investments? Experts dissect what the rising cost of living means for retirees and those...

Inflation and investments: Heads up if you’re retired or retiring soon
Scenes of a stock exchange to show what direct indexing is trying to mimic

Retired Money

What is direct indexing? Should you build your own index?

If you’re wealthy enough to be retired or semi-retired, you’re probably well positioned to consider a hybrid investing strategy...

What is direct indexing? Should you build your own index?

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A bird flying in the sunset to symbolize the 60/40 balance portfolio as a pheonix rising again.

Retired Money

The 60/40 portfolio: A phoenix or a dud for retirees?

Retired or near retirement and rethinking the classic balanced asset allocation? Here’s the debate—that’s not really a debate—on the...

The 60/40 portfolio: A phoenix or a dud for retirees?

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