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Retirement

Scenes of a stock exchange to show what direct indexing is trying to mimic

Retired Money

What is direct indexing? Should you build your own index?

If you’re wealthy enough to be retired or semi-retired, you’re probably well positioned to consider a hybrid investing strategy...

What is direct indexing? Should you build your own index?
Photo of a woman reading the Franklin Templeton Annual Returns of Key Asset Classes for Canadian investors.

Retired Money

Reading the “Annual Returns of Key Asset Classes”—what it means for Canadian investors

Our Retired Money columnist talks of the importance and lessons investors can glean from Franklin Templeton’s charts of Annual Returns of...

Reading the “Annual Returns of Key Asset Classes”—what it means for Canadian investors
A man drinks from his coffee while reading about U.S. withholding tax rules on his computer

Ask a Planner

Do you pay withholding tax on U.S. ETFs?

A Canadian-domiciled ETF is almost always subject to U.S. withholding tax, but there are exceptions and a foreign tax...

Do you pay withholding tax on U.S. ETFs?
A woman sits in her bedroom, looking at her investments both on her phone and her laptop

Investing

Making sense of the markets this week: December 11, 2022

What’s up with the Bank of Canada recent interest rate hike? (Are we there yet?) Also, bonds are back...

Making sense of the markets this week: December 11, 2022

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Two women looking at their wills, deciding whether or not to name each other on the registered accounts

Ask MoneySense

Is it better to list a beneficiary on registered investments or have the account go to the estate?

When is it better to have beneficiaries listed on investment accounts versus leaving everything to the estate?

Is it better to list a beneficiary on registered investments or have the account go to the estate?
A 55-year-old nurse smiles as she contemplates her five or 10 year retirement plan.

Ask MoneySense

How to plan for retirement in five or 10 years

When deciding to retire in five or 10 years, there are a few things to consider, in addition to...

How to plan for retirement in five or 10 years
Multiple ranges of Canadian bills to symbolize the different levels of tax brackets in Canada for 2022.

Taxes

The 2022 tax brackets in Canada, based on annual income and broken down by province, too

The 2022 tax brackets in Canada, based on annual income and broken down by province, too
A man in his 60s adjusts a part on a greasy machine at work

Ask a Planner

Should you collect CPP and OAS while working in your 60s?

If you’re in your 60s and plan to remain in the workforce, here’s what you need to know about...

Should you collect CPP and OAS while working in your 60s?

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Black Friday sales window, to illustrate the winner of

Investing

Making sense of the markets this week: December 4, 2022

A favourite time of year for Canadian investors with big banks reporting their earnings; and the Bank of Canada...

Making sense of the markets this week: December 4, 2022

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