retirement planning Archives

Has a client ever gone silent or even hung up on you when discussing their portfolio or taxes? It...

If you continue working in retirement, it could cause a clawback on your OAS. Here’s how to figure out...

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

Should you be paid as a power of attorney? Learn about the compensation rules in Ontario and how to...

While not guaranteed like an annuity, MyRetirementIncome is a flexible and simple financial product for those needing to convert...

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

In retirement, some income is not subject to withholding tax, and you may potentially owe tax after filing each...

How high inflation affects investments, and what you can do to minimize the impact on your retirement savings.

With a mix of pension benefits, registered accounts and other assets, it’s entirely possible to build a comfortable retirement.