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Pensions

Financial Planning

Retirement’s changing face

Finished work. Time to work some more?

Retirement’s changing face
filling taxes in retirement senior elderly retired

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Collecting CPP while working in the U.S.

How to transfer Social Security credits from the U.S. to Canada

Collecting CPP while working in the U.S.
monthly pension vs lump sum commuted pension

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Lump sum vs. monthly pensions

Low interest rates mean a higher lump sum— but don't let that be your deciding factor

Lump sum vs. monthly pensions

Pensions

How seniors can avoid financial abuse

Majority of cases involve family members

How seniors can avoid financial abuse

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Retiring to Mexico— for a lower tax rate

You technically have to pay just 15% on your Canadian income, but there's more to the story

Retiring to Mexico— for a lower tax rate

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What to expect when receiving OAS at 65

You may not need to apply or fill out onerous paperwork

What to expect when receiving OAS at 65

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Using pension money to pay down debt

Vanquishing all debt before retirement is ideal but not always absolutely necessary

Using pension money to pay down debt

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Retirement income jitters

Penny has a defined benefit pension, but no equities. Will she have enough income in her golden years?

Retirement income jitters

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retirement planning

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Paying into CPP when you work past your 60s

In Canada, paying into CPP if you work—at whatever age—is mandatory

Paying into CPP when you work past your 60s

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