What time of year should you retire?
When’s the best time to retire? The timing is not always up to you, but if you can choose,...
retirement planning
Can a LIRA be transferred to an RRSP with no contribution room in Ontario?
Moving money from a LIRA or LIF to an RRSP or RRIF can have benefits. Here’s what to consider...
Rising rates are good news for near-retirees seeking longevity insurance
Annuities are getting more attractive, so is it time to inch in as rates rise further?
How a young family can make the best use of an insurance payout
Katie and Tom just received a tax-free, lump-sum insurance payout. They’d like advice on how to prioritize RRSPs, TFSAs,...
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Retirement planning at every life stage
There’s no one right retirement for everybody, so you need to create your retirement plan to fit your individual...
How non-residents are taxed on dividends and other forms of income
Gregor is worried because his dividend paying mutual funds aren't sending him tax slips