‘Sandwich generation’ perks and pitfalls
You won't be stuck in the middle forever so make the most of it
Retirement
How to manage multiple investment accounts
Couples should consider their retirement accounts as a single large portfolio
Is the 4% rule out of date?
The 4% rule only makes sense if you’re trying to keep your nest egg fully intact over the long...
5 myths of findependence
What you need to know about the days after achieving financial independence
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The $1,000-a-month rule for retirement
For every $1K in monthly income you want in retirement, you need to have saved $240K
Don’t stop working, just work differently
Why retire when you can combine “the life” with work?
Reverse mortgages and other income options
Downsizing and reverse mortgages are good options for those who are house rich and cash poor
Majority say health will be biggest retirement expense: BMO poll
A quarter have no financial plan
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A fresh perspective on retirement
Author Joyce Li is all about planning: plan the work, work the plan