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A man, sitting at home on his couch, is scrolling through his iPad calendar, to choose a date to retire.

Ask a Planner

What time of year should you retire?

When’s the best time to retire? The timing is not always up to you, but if you can choose,...

What time of year should you retire?
In this week's roundup, we cover the value of the USD and its effect on the world economies, here a woman holds fan of USD$20 bills

Investing

Making sense of the markets this week: September 4

Alimentation Couche-Tard pumps out profits, the Fed warns of economic pain, strong U.S. dollar might bankrupt several countries, and...

Making sense of the markets this week: September 4
Renée Sylvestre-Williams smiles in a headshot of her taken on a beautiful fall day near some trees.

My MoneySense

The piece of advice journalist Renée Sylvestre-Williams wished she had in her 20s and more

The personal finance writer is an open book on her money values, as she launches her own book, Money...

The piece of advice journalist Renée Sylvestre-Williams wished she had in her 20s and more
A monopoly game is in session, symbolising how a couple could owe each other money with spousal loan strategy.

Ask a Planner

How to invest with spousal loans for Canadians—and how to pay it back

There is plenty of advice on setting up a spousal loan for income splitting, but it’s important to know...

How to invest with spousal loans for Canadians—and how to pay it back

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To help illustrate the bank earnings here is a photo of a BMO location on a corner as it stands tall.

Investing

Making sense of the markets this week: August 28

Canadian banks prepare for stormy weather. Is the Fed worth fighting? U.S. retail results. And a renewed dividend for...

Making sense of the markets this week: August 28
A man in the age of retirement wears a tie to symbolize that he's still working, he has an inquisitive look on his face, wondering if he should keep working and delay CPP and OAS.

Retired Money

Delaying CPP and OAS to age 70: Is it worth the wait?

The longer you wait to use CPP and OAS, the more you could earn monthly. But with the recent...

Delaying CPP and OAS to age 70: Is it worth the wait?
Disney castle at Disneyland is show, with a statue of a proud Walter Disney in front. The company released its earnings this week.

Investing

Making sense of the markets this week: August 14

Prices are down, markets are up, a look at Berkshire and Disney, and Canadian miners are golden.

Making sense of the markets this week: August 14
A woman in her 50s-60s is looking to transfer the funds of a LIRA to an RRSP with no contribution room in Ontario on her iPad.

Ask a Planner

Can a LIRA be transferred to an RRSP with no contribution room in Ontario?

Moving money from a LIRA or LIF to an RRSP or RRIF can have benefits. Here’s what to consider...

Can a LIRA be transferred to an RRSP with no contribution room in Ontario?

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A corgi dog stands on a table beside cans of paint

Financial Planning

“COVID made me do it”: Taking stock of pandemic money decisions

Social distancing, lockdowns and WFH compelled many of us to make big purchases and even bigger life changes. It’s...

“COVID made me do it”: Taking stock of pandemic money decisions

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