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Investing

Don’t let bad habits undermine your portfolio

Just because the large cap Canadian benchmark is essentially flat on the year doesn't mean your portfolio should be

Don’t let bad habits undermine your portfolio
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Reinvesting dividends on your ETFs

What you need to know and how those distributions are eventually taxed

Reinvesting dividends on your ETFs

Financial Planning

Common-law estate planning

If you need the money to pay bills, follow these steps

Common-law estate planning
pay down the mortgage

Debt

Should you use RRSPs to pay down the mortgage?

Careful, the tax hit may be hefty if you tap your RRSP early

Should you use RRSPs to pay down the mortgage?

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Benefits

Collecting CPP while working in the U.S.

How to transfer Social Security credits from the U.S. to Canada

Collecting CPP while working in the U.S.
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Paying tax when moving a 401K to Canada

Transferring funds from the U.S. to Canada can get expensive

Paying tax when moving a 401K to Canada
monthly pension vs lump sum commuted pension

Pensions

Lump sum vs. monthly pensions

Low interest rates mean a higher lump sum— but don't let that be your deciding factor

Lump sum vs. monthly pensions

Financial Planning

The role of power of attorney

The roles and responsibilities differ from that of executors to a will. Here's how

The role of power of attorney

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Taxes

Tax facts when hiring a nanny

You have different obligations depending on if your nanny is your employee or is considered self-employed

Tax facts when hiring a nanny

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