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How to rebalance when some ETFs already do it themselves

Some ETFs rebalance themselves, but investors need to track their entire portfolio mix.

How to rebalance when some ETFs already do it themselves

Debt

When your dead spouse’s debt is your debt

Debts can't be transferred when a spouse dies

When your dead spouse’s debt is your debt

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The problem with investing $150,000 in seg funds

Often the math doesn't add up

The problem with investing $150,000 in seg funds

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Two benefits of ‘corporate class’ mutual funds

And what exactly does tax efficiency in a fund even mean, anyway?

Two benefits of ‘corporate class’ mutual funds

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The trouble with moving stocks to a TFSA

Private placements can pay off, but you're going to have to take a hit on capital gains

The trouble with moving stocks to a TFSA

Financial Planning

I work harder than my ex. Why must I pay spousal support?

Catherine works long hours to earn twice as much as her ex. Can she avoid paying him spousal support?

I work harder than my ex. Why must I pay spousal support?

Taxes

Why incorporation isn’t always a magical tax fix

Sandie’s wife has a small business she plans to run for the next few years. Is she better off...

Why incorporation isn’t always a magical tax fix

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These three people co-own a house. Who pays tax on rental income?

In real estate investing, your taxes depend on whether you're a partner or co-owner

These three people co-own a house. Who pays tax on rental income?

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I’m retired, should I contribute to an RRSP or a TFSA?

In most cases, TFSAs make more sense than RRSPs for retirees

I’m retired, should I contribute to an RRSP or a TFSA?

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