What to do with a $2.4 million retirement portfolio
Paul also has $130K a year in pension income for life
Financial Planning
How does a missed HBP payment affect your bottom line?
If you miss one multiple times, it can get costly
Is it okay to retire with debt?
Steve has debt but also has a generous DB pension. Should he retire?
Borrowing to invest in an RRSP to avoid OAS clawback
Martin is still employed and wants to lower his taxes and OAS clawback
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Does life insurance beat investing to cover final taxes?
This couple needs to offset $400,000 in estate taxes
“I’ve been named an executor. Where on earth do I start?!”
Executor duties can be overwhelming. Where do you start? Here's advice.
Best way to invest RRIF money so it lasts
Step 1: Separate lifetime sources of income from investing sources of income
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Are RRSP contributions worth it at age 70?
Shirley wants to offset capital gains. Is it worth it?