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Planning a Canadian retirement on a U.S. income

What is the best way for Amy to convert her U.S. salary into Canadian dollars as she approaches retirement?...

Planning a Canadian retirement on a U.S. income
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Calculating capital gains on U.S. stocks

Selling U.S. equities? Keep the exchange rate in mind

Calculating capital gains on U.S. stocks

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How to invest conservatively without bank GICs

Jack has more than $100K to invest but his bank GICs aren't cutting it

How to invest conservatively without bank GICs

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Money in too many places

In most cases, an overly complicated portfolio will work against you and your future heirs. Here's why and how...

Money in too many places

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RRSP contribution limit

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Managing investment income in your RRSP

You won't have to pay capital gains taxes within your RRSP— at least not yet

Managing investment income in your RRSP

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Transferring RRSP stocks to a dividend reinvestment plan

Watch out—a DRIP could affect your asset allocation

Transferring RRSP stocks to a dividend reinvestment plan

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Retiring in a down market

Should David live off cash savings instead of selling his investments at a loss?

Retiring in a down market
segregated funds

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Segregated funds: Are the investment guarantees worth it?

When someone offers you a guarantee, it's usually in their best interest, not yours

Segregated funds: Are the investment guarantees worth it?

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retirees

Annuities

Cautiously investing for retirement

How to generate retirement income without a company pension plan

Cautiously investing for retirement

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