The article “Do You Have Too Many Shares In One Company?” was originally published on MoneySense on February 7, 2020. Anyone who has a single stock that makes up more than 5% to 10% of their investment portfolio should be considering if they are...
The article “Should You Buy Health Insurance In Retirement?” was originally published on MoneySense on January 29, 2020. Most people have health insurance coverage during their working years, but their employer picks up at least some of the cost. For...
The article “Is An RRSP Loan A Good Idea?” was originally published on MoneySense on January 22, 2020. Depending on which tax bracket you’re in and whether you have other debt, you might be better off simply directing what you would put towards loan...
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 “How To Make Sense Of Contradictory Investment Advice” was originally published on MoneySense on January 10, 2020. Nat’s looking for help deciding which strategy truly is best: buy and hold for the long term, or sell off “losers” before...
The article “How Does Income From A Rental Property Create RRSP Contribution Room?” was originally published on MoneySense on January 6, 2020. And, perhaps more importantly, should Jerry, who’s retired, claim RRSP deductions or the capital cost...
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 “Baby Boomers Have Made A Fortune On Real Estate — Here Are Three Reasons To Consider Cashing Out Now” was originally published on Financial Post on December 17, 2019. Beware the belief that real estate prices will continue to climb at anywhere...
The article “Planning For An Inheritance” was originally published on MoneySense on December 10, 2019. Nearly half of Canadians expect to receive an inheritance. But while it’s important to consider those potential funds in your own retirement...
The Article “How To Recover Financially From Divorce” was originally published on MoneySense on December 4, 2019. Top tips: Try to avoid any hasty decisions regarding real estate, and take the time to ensure you have the amount and type of insurance...
The article “A Workplace Pension Could Be Worth Three Times An RRSP — Yet Only 37% Of Canadians Have One” was originally published on Financial Post on November 26, 2019. Canada’s pension coverage lags G8 counterparts. Tax incentives for employers...
The article “A Workplace Pension Could Be Worth Three Times An RRSP — Yet Only 37% Of Canadians Have One” was originally published on Financial Post on November 26, 2019. Canada’s pension coverage lags G8 counterparts. Tax incentives for employers...
