Why a reverse mortgage should be a last resort for most Canadian retirees
Reverse mortgages do the job of freeing up income for house-rich, cash-poor Canadian seniors. But their terms are often...
Retirement
A parents’ guide to home down payment gifts and loans
Many parents loan or gift money to their adult children for real estate purchases. Here are the legal and...
Self-employed with no pension
Here’s how freelance workers and entrepreneurs in Canada can use the unique aspects of “working for yourself” to build...
Which types of pension income can be split with your spouse in retirement?
Splitting income with your spouse can help you to pay less tax. Here are some types of retirement income...
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Annuity vs. GIC: What makes sense for retiring?
Can you compare apples to apples with annuities and guaranteed investment certificates for retiring? Let’s find out.
Is now the time for retirees to sell stocks and buy GICs?
Many people near or in retirement are worried about stock market volatility. Does it ever make sense to put...
“Help! My RRSPs are all over the place”
Having multiple retirement savings accounts can make it tough to monitor the mix and returns on all of your...
Registered or non-registered GICs: Which should you buy?
GICs offer investors safety and flexibility. Here’s what to consider when deciding whether to hold your GICs in registered...
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Joseph Curry Certified Financial Planner
Meet Joseph Curry Joseph Curry is the co-host of Canada’s fastest-growing retirement planning podcast “Your Retirement Planning Simplified”, featuring...