Retirement

Single, no pension? Here’s how to plan for retirement in Canada

There are financial and logistical challenges to being single in retirement. Here are some tips to tackle them, especially...

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How to prepare for future changes in tax policy—including capital gains tax

What do changes to capital gains in Canada teach us about tax planning generally? And how should we approach...

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Should you max out your RRSP before converting it to a RRIF?

Here’s what to consider before converting an RRSP to a RRIF.

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Should you claim your common-law partner on your taxes?

Changing your status to common-law has an impact on your tax return and government benefits. Here’s how to know...

Retired Money

How to cope with the RRSP-to-RRIF deadline in your early 70s

You don’t want to miss the conversion deadline at the end of the year you turn 71—you’ll be on...

Financial Planning

Married with money: How to combine finances with your partner

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4 strategies for income splitting with a lower-income spouse

If one spouse does not work, is it beneficial for the other to invest and buy stocks in their...

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What do to with a spousal RRSP at age 71

Converting the account to a spousal RRIF is a common option, but be aware of the income attribution rules.

Financial Planning

Women and money: Taking control of your personal finances

Stats show that many high-performing women leave money decisions to their partners—why is that?