retirement planning Archives - Page 3 of 17

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...

Yes, your estate will pay a high rate of tax on your RRIF when you die. But it usually...

Here’s why you might see an RRSP deduction limit on your notice of assessment, even when you’ve already converted...

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