Ask a Planner Archives

A MoneySense reader has limited retirement income, a paid-off condo, and anticipates a substantial inheritance from her mother. How...

If you receive a severance package, you’ll have choices to make around your finances. Here’s how to make the...

While most Canadians will benefit from continuing to contribute until the day they retire, some will be better off...

Ontario heirs face a huge tax bill after their parents’ deaths—highlighting the importance of planning ahead to reduce taxes...

A MoneySense reader is not familiar with the Canada Pension Plan death benefit. Here is a primer

During your working years, you may receive tax refunds due to the withholding tax on your paycheque—but things change...

Inheriting stocks? Learn the tax rules, when to sell, and how to decide if keeping inherited investments makes sense...

Employees often have group insurance coverage at work, but people who work for themselves need to make sure they...

A financial planner explains some tax-saving strategies that Canadian retirees may not have thought of.