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Retirement

Annuities

Why Ottawa needs to push for tontine-type annuities

These out-of-fashion retirement savings vehicles are due for a comeback

Why Ottawa needs to push for tontine-type annuities

Pensions

How to reinstate OAS after it’s clawed back

There is a form to fill out, but it's entirely optional

How to reinstate OAS after it’s clawed back

Financial Planning

Can Shaun and Kara retire in four years?

This couple's biggest challenge is learning how to spend in retirement

Can Shaun and Kara retire in four years?

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The problem with investing $150,000 in seg funds

Often the math doesn't add up

The problem with investing $150,000 in seg funds

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I’m retired, should I contribute to an RRSP or a TFSA?

In most cases, TFSAs make more sense than RRSPs for retirees

I’m retired, should I contribute to an RRSP or a TFSA?

Retirement

The four phases of retirement

Not more than 20 to 25% of retirees ever reach Phase Four

The four phases of retirement

Pensions

Timing CPP and OAS with workplace pensions

Even if you expect a 'bridge' payment from your DB pension, deferring CPP makes sense

Timing CPP and OAS with workplace pensions

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How Carol can calculate her advisor’s value

Compare the costs between an advisor, a robo advisor and DIY

How Carol can calculate her advisor’s value

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The smart way to invest for your kids’ inheritance

How to bypass the tax man when you pass on your money

The smart way to invest for your kids’ inheritance

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