The article “Should you buy life insurance to pay for tax owed upon death?” was originally published in MoneySense on April 1, 2024. Photo by charliepix from charliepix. When you die, capital gains tax might apply to some of your assets. Can life insurance...
The article “Should you claim your common-law partner on your taxes?” was originally published in MoneySense on March 25, 2024. Photo by by Mikhail Nilov from Pexels. Changing your status to common-law has an impact on your tax return and government...
The article “Planning for retirement with little or no savings to draw on” was originally published in MoneySense on October 26, 2022, reposted March 20, 2024. Photo by by RomoloTavani from Getty Images. Financial planning advice is often catered to wealthier...
The article “What will your income be in retirement?” The answer goes well beyond investment returns” was originally published in Financial Post on March 11, 2024. Photo by by Creativa Images. You may have more money coming in than you think. Jason...
The article “RRIF and LIF withdrawal rates: Everything you need to know” was originally published in MoneySense on March 6, 2024. Photo by by fizkes from Getty Images. Most registered retirement savings plans are eventually converted to registered...
The article “The ins and outs (and pitfalls) of borrowing from your own company” was originally published in Canadian Family Offices originally published Published Jun 14, 2021 • Last updated Mar 04, 2024. Photo by Tima Miroshnichenko from Pexels. How to...
The article “Real-life cases show benefits of ‘quarterback’ planning for business owners” was originally published in Canadian Family Offices on March 4, 2024. Photo by Samson Katt from Pexels. These individuals are prone to suffer financially when...
The article “FP Answers: Should I convert my mother’s stock investments to low-fee ETFs?” was originally published in Financial Post on March 1, 2024. By Julie Cazzin with Andrew Dobson. Photo by by Zolak from Getty Images. Options are plentiful, but just...
What is the difference between a Financial Planner and a Financial Coach? When it comes to managing your finances, individuals often seek guidance from financial professionals. Identifying the right professional can be difficult when the industry itself uses multiple...
The article “How to qualify for EI benefits in retirement in Canada” was originally published in MoneySense on February 19, 2024. Photo by designer491 from Getty Images Just because you paid loads into a program doesn’t mean you’ll get EI...
The article “FP Answers: What are better ways for my 15-year-old son to invest than risky crypto and tech?” was originally published in Financial Post on February 9, 2024. By Julie Cazzin with Andrew Dobson. Photo by Worldspectrum from Pexels. Investing as...
The article “Retirement math you need to know, from how long you’ll live to deferring CPP” was originally published in Financial Post February 5, 2024, by Jason Heath. Photo by Junior Bastos of Pexels. Jason Heath: Go beyond how much you need to save...
