Here is a collection of articles we have published so you can stay informed!

The benefits and flexibility of family RESPs

The benefits and flexibility of family RESPs

The article "The benefits and flexibility of family RESPs" was originally published in MoneySense on March 10, 2023 . Photo by Pexels. Grants and growth can be allocated amongst any beneficiaries of the plan "Can you write an article on how family RESPs work once the...

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How To Invest As A Teenager In Canada

How To Invest As A Teenager In Canada

The article "How to invest as a teenager in Canada" was originally published in MoneySense on March 10, 2023 . Photo by Creative Christians on Unsplash. Birthday money burning a hole? Read our "investing for teens" guide for where to invest, how to buy stocks, what...

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Are Spousal And Child Support Payments Taxable?

Are Spousal And Child Support Payments Taxable?

The article “Are spousal and child support payments taxable?" was originally published in MoneySense on February 13, 2023 . Photo by Cottonbro Studio from Pexels. Spousal and child support payments are taxed differently. And lump-sum payments may come with their own...

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How Much To Take Out Of Your RRSP In Your 60s

How Much To Take Out Of Your RRSP In Your 60s

The article “How much to take out of your RRSP in your 60s" was originally published in MoneySense on February 8, 2023 . Photo by Marcus Aurelius from Pexels. Although RRSP withdrawals can be deferred no later than age 72, it may be necessary or advisable to make...

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How to Apply for Probate of an Ontario Estate

How to Apply for Probate of an Ontario Estate

When someone dies in Ontario, their investments, real estate, personal belongings, other assets, and debts make up their estate. Assets that are not held jointly with right of survivorship or that do not pass directly to named beneficiaries may require an estate...

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Can An Executor Borrow Money To Cover Probate Costs?

Can An Executor Borrow Money To Cover Probate Costs?

The article “Can an executor borrow money to cover probate costs?" was originally published in MoneySense on February 6, 2023 . Photo by Gary Barnes from Pexels. Executors have a few options when the estate has outstanding bills and no cash to cover probate fees. Find...

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How To Invest As A Teenager In Canada

How To Invest As A Teenager In Canada

The article “How to invest as a teenager in Canada" was originally published in MoneySense on February 1, 2023 . Photo by Creative Christians on Unsplash. Birthday money burning a hole? Read our "investing for teens" guide for where to invest, how to buy stocks, what...

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How To Use Income ETFs For Retirement Income

How To Use Income ETFs For Retirement Income

The article “How to use income ETFs for retirement income" was originally published in MoneySense on January 31, 2023 . Photo by Karolina Grabowska from Pexels. Are income ETFs the right choice for retirees? And should you place them in a life income fund that has...

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What is advice-only financial planning?

What is advice-only financial planning?

Advice-only financial planners provide a conflict-free second opinion that may be more detailed and comprehensive. Financial planning involves six primary areas: 1. Financial management 2. Investment planning 3. Insurance and risk management 4. Tax planning 5....

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Can An Estate Contribute To An RESP Account?

Can An Estate Contribute To An RESP Account?

The article “Can an estate contribute to an RESP account?" was originally published in MoneySense on December 20, 2022. Photo by Ketut Subiyanto form Pexels. Here’s what you need to know before deciding to leave money in trust for an RESP account after your death....

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How To Start Investing With ETFs In Your 20s

How To Start Investing With ETFs In Your 20s

The article “How to start investing with ETFs in your 20s?" was originally published in MoneySense on December 15, 2022. Photo by Andrea Piacquadio from Pexels. Learning about investing in your 20s can be as fun as it is challenging. Here are some thought-starters. "I...

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Do You Pay Withholding Tax On U.S. ETFs?

Do You Pay Withholding Tax On U.S. ETFs?

The article “Do you pay withholding tax on U.S. ETFs?" was originally published in MoneySense on December 13, 2022. Photo by Andrea Piacquadio from Pexels. A Canadian-domiciled ETF is almost always subject to U.S. withholding tax, but there are exceptions and a...

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How Much To Take Out Of Your RRSP In Your 60s

How Much To Take Out Of Your RRSP In Your 60s

The article “How much to take out of your RRSP in your 60s" was originally published in MoneySense on November 3, 2022. Photo by Marcus Aurelius from Pexels. Although RRSP withdrawals can be deferred no later than age 72, it may be necessary or advisable to make...

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Can You Avoid Probate Taxes On TFSAs?

Can You Avoid Probate Taxes On TFSAs?

The article “Can you avoid probate taxes on TFSAs?" was originally published in MoneySense on October 28, 2022. Photo by Sora Shimazaki from Pexels. Find out how to shield TFSAs from probate taxes, when no beneficiary or successor has been named for the registered...

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How To Leave Money To Your Grandkids

How To Leave Money To Your Grandkids

The article “How to leave money to your grandkids” was originally published in MoneySense on October 28, 2022. Photo by Ekaterina Shakharova on Unsplash. If you’re a grandparent and want to leave money to your grandchildren, here are tips on how best to do that. In my...

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