How to cope with the RRSP-to-RRIF deadline in your early 70s
You don’t want to miss the conversion deadline at the end of the year you turn 71—you’ll be on...
Estate Planning
Tax changes to know about for 2023, from home offices to house flipping
Let’s review the big changes to be aware of this tax filing season.
RRIF and LIF withdrawal rates: Everything you need to know
Most registered retirement savings plans are eventually converted to registered retirement income funds. Here’s what to know about RRIF...
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How to model retirement income in Canada
The risk of having too much money left when you die is real. Often realizing this comes too late...
Can you save on taxes by owning an investment account with your child?
Jointly owning an asset with a child comes with tax and estate implications. Here’s why it may not be...
Three reasons to have a will and estate plan
Creating a will and estate plan may not be the most romantic gesture, but it’s an essential demonstration of...
How to avoid or reduce probate fees in Ontario
Read about the practical strategies to reduce or avoid probate fees in Ontario, and ensure a smoother transfer of...
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Should seniors cancel their life insurance policies?
At what point do we no longer need life insurance? You will find the answer by going back to...