Financial Planning

A retired investor asks: Should I dump my adviser to save on fees?

How to protect an inheritance from the risk of divorce

Why many Canadians have a ‘gambler’s mentality’ toward CPP benefits. Plus, the maximum CPP pension future retirees could get is about to start changing

In a trust-based industry, this advisor plays the long game

Understand the double-tax problem that faces Canadians with holding companies

Advice-only financial planners have waiting lists – here’s why

How RESP strategies change for children at various ages

Can Al, 61, and Kate, 57, increase their retirement spending and still leave a sizeable estate?

‘I have an extra $15,000 - do I put it in my TFSA, my chequing account or my mortgage?’

Rate cuts have invigorated my RRIF portfolio

How transferring wealth in life can prepare the next generation for an inheritance

Are Leonard and Gwen’s retirement savings too reliant on a single stock?

Can Sal, 69, and Carla, 65, retire and still meet their after-tax spending goal?

Can Kai and Sandra get back on track after five years living on a financial ‘shoestring’?

Should Mitra, 55, incorporate her successful consulting business?

Can Clive and Clara, 65, meet their retirement goals after he was laid off?

Do Larry and Brandy, 64, need to sell their home or cottage to afford retirement?

Can John, 62, overcome his fear of ‘harvesting’ his wealth?

Can Lisa, 68, afford to take her kids on a big trip and help them buy homes?