How to plan for taxes in retirement in Canada
In retirement, some income is not subject to withholding tax, and you may potentially owe tax after filing each...
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Year-end tax and financial planning considerations
Some strategies are time-sensitive, while others can help you start the new year on the right foot.
Scared of selling? When holding on to stocks can hurt you financially
Sometimes, it’s not action, but inaction, that can hurt you financially. Here are examples of when selling may be...
How to consolidate your registered accounts for retirement income in Canada
Do Canadians need to consolidate RRSP accounts before converting to RRIFs? Find out this and more.
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Is it better to be an employee or self-employed?
Here’s a primer for Canadians on choosing between employment and self-employment for a new work arrangement.
Borrowing from your HELOC to invest in equities
You can use a HELOC for leveraged investing. But what happens if you sell your home and want to...
Update on bare trust tax filing rules for 2024 and beyond
Bare trust reporting requirements have gone through a few different iterations in recent years. Here’s where things stand for...
Which savings should retirees draw down first?
Seniors seeking a decumulation strategy may be asking the wrong questions. Start with your spending plan, then model how...
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What happens to an RESP for grandchildren when you die?
Opening an RESP is a great way to contribute to your grandchildren’s education costs. But what happens if you...