The article “FP Answers: How do I figure out my combined marginal tax rate so I can make good financial decisions?” was originally published in Financial Post on December 15, 2023. By Julie Cazzin with Andrew Dobson. Photo by Mikhail Nilov from Pexels....
The article “FP Answers: How will cashing in my stock options affect my CPP contributions for the year?” was originally published in Financial Post on October 6, 2023, By Julie Cazzin with Andrew Dobson. Photo by by TonyIaniro from Getty Images. If you...
The article “6 retirement strategies that don’t get talked about enough” was originally published in Financial Post November 15, 2023, by Jason Heath. Photo by AndreyPopov from Getty Images. Jason Heath: These alternative strategies can help you...
The article “These tips can help you avoid financial pain amid the emotions of losing a spouse” was originally published in Financial Post October 11, 2023, by Jason Heath. Photo by T Leish from Pexels. Advance planning and avoiding major decisions until...
The article “FP Answers: Are segregated funds my best investment choice like my adviser says?” was originally published in Financial Post on October 6, 2023, By Julie Cazzin with Andrew Dobson. Photo by simarik from Getty Images Signature. Funds offer...
The article “FP Answers: What should an investor do if they own a lot of shares in one company?” was originally published in Financial Post on May 5, 2023, updated on October 5, 2023. By Julie Cazzin with Andrew Dobson. Photo by by kenneth-cheung from...
The article “FP Answers: What’s the best strategy for making good use of my CPP, Old Age Security and RRSP money?” was originally published in Financial Post on August 18, 2023, Last updated October 5, 2024. By Julie Cazzin with Andrew Dobson. Photo by...
The article “Why couples should consider co-mingling their finances” was originally published in Financial Post on August 15, 2023. Photo by RDNE Stock project from Pexels. Research shows that couples who merge their money are more likely to be happy and...
The article “FP Answers: What are the problems associated with holding U.S. stocks in a TFSA?” was originally published in Financial Post on July 28, 2023, Last updated Jan 10, 2024. By Julie Cazzin with Andrew Dobson. Photo by DangerJacobs from Getty...
The article “RRIF withdrawal rules for retirees need to be updated” was originally published in Financial Post July 5, 2023, by Jason Heath. Photo by Yan Krukau from Pexels. Retirees should beware of using the RRIF conversion age or the minimum withdrawal...
The article “FP Answers: Can opening a joint investment account with my teenager reduce my taxes?” was originally published in Financial Post on June 9, 2023, By Julie Cazzin with Andrew Dobson. Photo by Joslyn Pickens from Pexels. Putting investments in...
The article “These are the biggest myths in personal finance — and they’ll cost you if followed blindly” was originally published in Financial Post on May 26, 2023. Photo by by Kubra Cavus from Getty Images. Jason Heath: Beware of financial advice...
