retirement planning Archives - Page 2 of 17

Canadians accustomed to annual tax refunds may be surprised to owe tax in retirement and have government benefits clawed...

Luis asks when his Old Age Security payments will increase now that he is 75. We look at adjustment...

Real estate equity is a big part of seniors’ net worth. Some Canadian retirees may want or need to...

The benefits of depleting savings to avoid estate taxes depends on many variables. But if you live a decade...

The hidden costs of doing it alone: Why Canadian DIY investors should consider guidance from a professional planner.

Should you hold equities? Fixed income? An annuity? Or all three? Financial advisors debate the options in today’s “tariffied”...

I had three meetings this past week with Canadian clients where I challenged their real estate strategies. Here’s why.

The party’s platform proposals may impact RRIF minimum withdrawals, income tax and more. Here’s how Canadians can plan for...

Maxing out employer contributions is an easy way to boost your retirement savings. Here’s how to do it without...