All about Retirement Planning in Canada. Learn the ins and outs and get the latest news.
Latest News
Why contributing to a TFSA is a good resolution Dec 28th
If nothing else, tax-free savings accounts (TFSAs) have been a boon to Canadian financial writers and bloggers. Two noteworthy examples: A blog on Boomer & Echo by CFP Robb Engen (also a MoneySense ETF expert panelist for the annual Best ETFs in Canada feature) comparing TFSAs to registered reti.... More »
Reality-testing your financial plan + MORE Mar 16th
Q. I am contemplating changing financial planners and I just met with one who seemed very impressive. Within about three hours he had everything laid out for me: the investments I should purchase, the use of life insurance, delaying CPP to 70 and more. Still, I would like to get a second opinion bef.... More »
How much of a pension does a survivor receive? + MORE Jun 27th
Ask MoneySense
When my husband dies, do I still receive his or a portion of his pension, and if so, how do I find out what it is?
–Donna
Pensions can make up a significant portion of a someone’s income in retirement. As a result, it is important to understand what happens if a spouse—or.... More »
Making sense of the markets this week: November 5, 2023 Nov 9th
Kyle Prevost, creator of 4 Steps to a Worry-Free Retirement, Canada’s DIY retirement planning course, shares financial headlines and offers context for Canadian investors.
Apple earnings are solid if not spectacular
When a company makes a habit of achieving record-breaking growth, it can be .... More »
Should you sell stocks you inherit? + MORE Sep 12th
An inheritance can be comprised of cash, securities, real estate, or other assets. When you inherit securities like stocks, there are income tax and strategic considerations. Here are some that you should keep in mind.
How are stocks taxed when you inherit them?
When a spouse or co.... More »
Shakespeare's Uncomfortable Message for Baby Boomers
– online.wsj.com
‘King Lear’ confronts the challenges of the empty nest, retirement and facing one’s own mortality.
