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Is a reverse mortgage right for you?
Drawing on the equity in your home, a reverse mortgage is like a loan to yourself—and one you won’t...
Estate Planning
Is this couple on track to leave their 3 kids an inheritance?
Bob and Janet are DIY investors seeking advice on how to reach their estate-planning goals. They can improve their...
Should you consider using joint accounts to avoid probate?
Would listing Laurel as her aging mother’s joint account holder simplify management of her mother’s affairs if she is...
Using life insurance to leave your kids an inheritance
Like a reverse mortgage, you would borrow against the policy’s cash value. When you pass away, the loan is...
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Planning for an inheritance
Nearly half of Canadians expect to receive an inheritance. But while it’s important to consider those potential funds in...
What is wealth insurance?
Charles wants to know if he should consider buying wealth insurance in order to maximize the after-tax value of...