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Estate Planning

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When and how should I start drawing on my retirement savings?

There’s more than one way to optimize your income after retiring. Some strategies can boost wealth, and others may...

When and how should I start drawing on my retirement savings?
A Canadian couple going over the duties of a power of attorney for property and if they should hire someone for the role.

Estate Planning

Can you hire someone to be power of attorney for property in Canada?

Here are the considerations before becoming a power of attorney for property and what to do if you’re unable...

Can you hire someone to be power of attorney for property in Canada?

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Can you decline or step down as power of attorney in Canada?

Power of attorney compensation can be high, but the role can be a lot of work. Here’s what happens...

Can you decline or step down as power of attorney in Canada?
Canadian parents with their adult children, having a good time, spending money on a dinner, knowing they have money in the estate for their adult kids. Is life insurance the answer?

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Do retirees need life insurance?

A Certified Financial Planner looks at the different strategies to ask your own advisor: Is life insurance the answer?

Do retirees need life insurance?

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Estate Planning

How to stop procrastinating and cross two major money moves off your list

In this excerpt from Wealthier, authors Daniel R. Solin and Mark McGrath offer practical tips on estate and financial...

How to stop procrastinating and cross two major money moves off your list
A senior-age man gives a box to his son

Estate Planning

Embracing the Swedish death cleaning trend

Swedish death cleaning is catching on in Canada. Learn how it can help you save money, simplify estate planning...

Embracing the Swedish death cleaning trend

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How is a non-registered account taxed upon death?

Here’s a primer for Canadians planning for the tax payable on a non-registered account at death, including capital gains...

How is a non-registered account taxed upon death?

Estate Planning

Inheritances can strain sibling relationships—how to make estate planning smoother

Communication is key to ensuring an inheritance doesn’t cause friction between siblings. Follow these tips to avoid conflicts in...

Inheritances can strain sibling relationships—how to make estate planning smoother

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How does a spouse’s death impact your TFSA contribution room?

A tax-free savings account inherited from a spouse is subject to special treatment. Here’s how it may impact the...

How does a spouse’s death impact your TFSA contribution room?

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