Here's what you can count on when you announce your retirement. In no particular order, first, there will be m...
Most retirees have a plan. Miss one of the four key numbers in your calculations, and you could be headed for...
Today’s wealthy investors are usually very involved in their financial matters. There is a tremendous amount ...
Can Anyone—Even You—Buy a Pension Plan?
Buying a pension plan sounds like a great plan for your retirement, b...
A long time ago I was introduced to an investment strategy that has stood the test of time in Canada. It is i...
Learning about the Federal budget every year can save you tax dollars every year. If you are earning income f...
You work your whole life and retire at age 65. Then, because you worked so hard, the Government keeps the pens...
I have seen the rise and fall of RRSP programming. I saw investors pour money into RRSPs trying to maximize e...
Here’s Relief for April 30
Does April 30thdrain you? It’s the annual income tax filing deadline. If you wou...
What happens when you turn 71? You must collapse your RRSP into an approved retirement income option by the e...
Do-it-yourself Tax Returns
I have seen too many seniors try to cheap out on tax advice. If the cost of a pro...
What if you died today? Thinking about it seems odd, but we all want to have peace of mind about the answer to...
A common question among professionals such as teachers or Provincial employers, is whether they should buy bac...
Talking about estate planning can be as exciting as watching paint dry. But it doesn’t have to be all about dy...
What is better than tax-free? RRSPs were first introduced in 1957 to assist self-employed individuals and empl...
Segregated Fund Benefits
Steve from Tecumseh dropped by with a question on guaranteed investment funds, also ...
Problem: Unless you are an asset-allocation specialist, how do you know whether your portfolio is matched to y...
Once in a while I have the opportunity to teach finance in a school setting. I talk about four things one can...
Did you hear the story of the retiree who had his accounts cleaned out by his son? It can easily happen if you...
The life insurance industry is a tax haven. It was a way of sheltering money from taxation long before RRSPs c...
