Mortgages

What to do about your mortgage when you get a divorce in Canada

Who stays in the home? What are the divorce-related rules about mortgages in Canada? A mortgage expert answers questions.

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How a spousal RRSP can save couples tax

There are still unique advantages to spousal RRSP accounts, even after the advent of pension splitting.

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Don’t neglect financial planning’s missing middle

Scenario-based planning can help you build a financial plan by testing “what ifs” and turning uncertainty into informed, realistic...

RRSPs

Moving to the U.S.? Your locked-in RRSP may not be as locked in as you think

Canadians moving to the U.S. may be able to unlock a locked-in RRSP after 24 months of non-residency—but tax...

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We’re 10 years apart. Can we retire together?

Retirement planning for couples with a significant age difference calls for realistic projections but also flexibility.

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What happens when you inherit an IRA or 401(k)?

Learn how inheriting a US IRA or 401(k) works for spouses and non-spouses, including taxes, withdrawal rules, and opportunities...

Newcomers to Canada

What replacing my tires taught me about planning for retirement

Preparing to support yourself in your elder years is a cultural norm in Canada that newcomers must adapt to....

Retirement

With pensions declining, Canadians must plan their own retirement

Less than half of non-retired Canadians have a workplace pension, as more people rely on personal savings and tax-free...

Investing

A practical guide to investing at every life stage

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