The article “Tax planning for Canadians who invest in the U.S.” was originally published on MoneySense on June 10, 2021. Photo by Karolina Grabowska from Pexels. There are good reasons for Canadians to invest in the U.S., including portfolio...
The article “These are the mistakes do-it-yourself retirement planners make most often” was originally published on Financial Post on June 3, 2021. PHOTO BY CHLOE CUSHMAN/NATIONAL POST ILLUSTRATION FILES Jason Heath: By planning prudently, you can retire...
The article “When does it make sense to sell real estate in a larger city and buy in a smaller one?” was originally published on MoneySense on May 31, 2021. Photo by Shelagh Murphy from Pexels. If Alison’s annual rent exceeds 5% of the cost to buy a...
The article “Estate planning changes in Ontario” was originally published on MoneySense on May 25, 2021. Photo created by pressfoto – www.freepik.com. Estate planning changes in Ontario Virtual signing and remote witnessing are now permanent...
The article “IVF and adoption costs in Canada” was originally published on MoneySense on May 17, 2021. Photo by Justin Groep on Unsplash. Having kids can be expensive for every family—but for Canadians with fertility issues, there are added...
The article “Selling your house? Here’s where to invest the proceeds” was originally published on MoneySense on May 14, 2021. What to do with the proceeds of a house sale, RRSPs and TFSAs? Invest. Here’s how robo-advisors might work. Q: My wife and I...
The article “How to stop debt or pension payments after someone has died” was originally published on MoneySense on May 10, 2021. Jarnail’s son passed away recently, yet his student loan payments continue to be withdrawn. What should his next steps be? The...
The article “Understanding Income Attribution And How To Deal With It At Tax Time” was originally published on MoneySense on April 5, 2021. Paul and his wife have a non-registered investment account and want to make sure they are reporting the income...
The article “New Investment Approaches For Risk-Averse Canadians” was originally published on MoneySense on April 28, 2021. Old-school investors may find the capital preservation techniques they have relied on in the past won’t work the same in the...
The article “Where Do We Pay Income Tax If We Retire Abroad?” was originally published on MoneySense on April 20, 2021. There are tax implications in both countries if Marianna moves to Mexico full-time. Q. We’re thinking about moving to Mexico...
The article “How Financially Viable Is Your Rental Property?” was originally published on MoneySense on April 12, 2021. Rental real estate has been a great investment for many Canadians. But how do you assess whether yours is likely to work out? After...
The article “Canadian Inheritances Could Hit $1 Trillion Over The Next Decade And Both Bequeathers And Beneficiaries Need To Be Ready” was originally published on Financial Post on April 8, 2021. Here are some decisions and strategies to consider when it...
