Should Marcel move all his RRIF investments to a low-risk balanced fund?
He wants to lock in equity gains and reduce volatility
Financial Planning
Should Mark invest his tax refund or put it to his mortgage?
He earns $200,000 annually and wants to prioritize his goals
Can you transfer your full pension into an RRSP?
Margaret wants to know how to avoid losing some of her pension if she transfers it into an RRSP...
RRIFs and income splitting in the year of death
Gloria’s husband died recently. She’s looking for clarification on what happens with his RRIF and if and how she...
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Should I make both my kids executors to my will?
Andrew sees advantages to naming both kids but wonders if it's wise
How to invest for an unexpected early retirement
Should Danny downsize, invest differently, or clear his debts?
What I learned by putting Viviplan to the test
Including tips on retirement, investing—and not running out of money
How should a young couple spend a $110,000 windfall?
Renovations, law school, or starting a family—what should they prioritize?
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RESPs and Canadian non-residency
Cara and her family are becoming non-residents of Canada. They want to know what this means for their RESP...