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Retirement

Scenes of a stock exchange to show what direct indexing is trying to mimic

Retired Money

What is direct indexing? Should you build your own index?

If you’re wealthy enough to be retired or semi-retired, you’re probably well positioned to consider a hybrid investing strategy...

What is direct indexing? Should you build your own index?
A 55-year-old nurse smiles as she contemplates her five or 10 year retirement plan.

Ask MoneySense

How to plan for retirement in five or 10 years

When deciding to retire in five or 10 years, there are a few things to consider, in addition to...

How to plan for retirement in five or 10 years
A man in his 60s adjusts a part on a greasy machine at work

Ask a Planner

Should you collect CPP and OAS while working in your 60s?

If you’re in your 60s and plan to remain in the workforce, here’s what you need to know about...

Should you collect CPP and OAS while working in your 60s?
A couple sit together on a bench, discussing how to withdraw from savings with tax efficiency.

Ask MoneySense

Tax-efficient retirement strategy options for Canadians

Tax-efficient retirement strategy options for Canadians

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A senior-age couple in party clothes celebrate a birthday

Ask a Planner

Should RRIF withdrawals be based on the younger spouse’s age?

Is there an advantage to using a younger spouse’s age to calculate minimum RRIF withdrawals? Find out.

Should RRIF withdrawals be based on the younger spouse’s age?
Five coins with crypto logos sit on a graph.

Ask a Crypto Expert

Should you invest in crypto if you’re close to retirement?

Should you invest in crypto if you’re close to retirement?
An elderly couple sits and shares a cup of coffee.

Retirement

“A Second Life”: What a retirement plan looks like today

The meaning of retirement is changing, and many retirees no longer view it as a finish line. Consider these...

“A Second Life”: What a retirement plan looks like today
A teacher high-fives one of her students in class after learning about her options for early pension withdrawal

Qualified Advice

Can I withdraw my pension early?

Can I withdraw my pension early?

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A bird flying in the sunset to symbolize the 60/40 balance portfolio as a pheonix rising again.

Retired Money

The 60/40 portfolio: A phoenix or a dud for retirees?

Retired or near retirement and rethinking the classic balanced asset allocation? Here’s the debate—that’s not really a debate—on the...

The 60/40 portfolio: A phoenix or a dud for retirees?

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