40 and no pension: What do you do?
You’ve reached your 40s, are mid-way in your career and realize you’ll never have a pension. Here’s how to...
retirement planning
Why a reverse mortgage should be a last resort for most Canadian retirees
Reverse mortgages do the job of freeing up income for house-rich, cash-poor Canadian seniors. But their terms are often...
Self-employed with no pension
Here’s how freelance workers and entrepreneurs in Canada can use the unique aspects of “working for yourself” to build...
David Miller Certified Financial Planner
Meet David Miller David Miller’s specialty is in helping successful Canadian individuals and families uncover and address their investment...
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Annuity vs. GIC: What makes sense for retiring?
Can you compare apples to apples with annuities and guaranteed investment certificates for retiring? Let’s find out.
Is now the time for retirees to sell stocks and buy GICs?
Many people near or in retirement are worried about stock market volatility. Does it ever make sense to put...
Registered or non-registered GICs: Which should you buy?
GICs offer investors safety and flexibility. Here’s what to consider when deciding whether to hold your GICs in registered...
Joseph Curry Certified Financial Planner
Meet Joseph Curry Joseph Curry is the co-host of Canada’s fastest-growing retirement planning podcast “Your Retirement Planning Simplified”, featuring...
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Adam Chapman financial advisor
Meet Adam Chapman Adam Chapman jokes that he’s a financial planner who helps people spend money—not save it. And,...