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Estate Planning

Financial Planning

Give in the moment

Don’t wait until you’re gone to leave your wealth to family and charity. Give while you’re alive...

Give in the moment

April 2014

How RRSP inheritance money is taxed

RRSP inheritance money is taxed at the source by the deceased's estate, not the by the beneficiary.

How RRSP inheritance money is taxed

Magazine Archive

How to write pets into your will

Don't trust your pet with just anybody? Make a conditional gift.

How to write pets into your will

Annuities

Annuities offer security and modest growth

Annuities won't maximize income in retirement. But that doesn't make them a poor choice. Remember, life isn't a spreadsheet....

Annuities offer security and modest growth

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Debt

Tips on the rise

The new normal when it comes restaurant gratuities, hopelessly indebted Canadians and more.

Tips on the rise

Columns

Transferring loyalty points: What you need to know

Our chart details whether the some of the biggest loyalty programs in Canada allow you to share your points,...

Transferring loyalty points: What you need to know

Debt

Debt drops

Canadians took on less "bad" debt in the first quarter of this year. This and more in the daily...

Debt drops

Debt

Tax deadline day

Haven't filed your 2012 income taxes yet? Don't panic. Here's how you get it done before the puck drops...

Tax deadline day

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News

Couch Potato rebalancing

Free tools to help passive investors rebalance their Couch Potato portfolios.

Couch Potato rebalancing

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