The article “Business owners, don’t neglect your CDA account – it’s a beautiful thing” was originally published in Canadian Family Offices on October 29, 2021. Photo by GETTY IMAGES. It keeps track of the cash your corporation can pay out as a tax-free...
Originally published in the Global News – Make The Most of Your Money 123 Newsletter, written by Nancy Grouni, September 18, 2020. – THE QUESTION – “I am currently 54 and hoping to retire at 55. I’m blessed with a defined-benefit pension that offers retirement...
The article “Investment fee transparency: Are you paying too much?” was originally published in RetireHappy on January 13, 2020. The Canadian Securities Administrators (CSA) introduced new requirements in 2013 to ensure that investors receive specific...
The article “TFSA beneficiary rules: Should you use the successor holder or beneficiary designation?” was originally published in RetireHappy on December 20, 2019. True or false? When planning to leave your Tax-Free Savings Account (TFSA) to your spouse,...
The article “Disability Tax Credit: Are you missing out on this misunderstood tax credit?” was originally published in RetireHappy on October 10, 2017. Though many are aware that the disability tax credit is available for those who suffer from a “severe or...