Ask a Planner Archives

You can use a HELOC for leveraged investing. But what happens if you sell your home and want to...

Bare trust reporting requirements have gone through a few different iterations in recent years. Here’s where things stand for...

Seniors seeking a decumulation strategy may be asking the wrong questions. Start with your spending plan, then model how...

Opening an RESP is a great way to contribute to your grandchildren’s education costs. But what happens if you...

To fully understand the potential tax outcomes, consider legal versus beneficial ownership, the capital gains inclusion rate, changes to...

Many parents loan or gift money to their adult children for real estate purchases. Here are the legal and...

Splitting income with your spouse can help you to pay less tax. Here are some types of retirement income...

Can you compare apples to apples with annuities and guaranteed investment certificates for retiring? Let’s find out.

Many people near or in retirement are worried about stock market volatility. Does it ever make sense to put...