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. If you are healthy there may be a benefit to...
The article “6 retirement strategies that don’t get talked about enough” was originally published in Financial Post November 15, 2023, by Jason Heath. Jason Heath: These alternative strategies can help you achieve the best retirement possible....
The article “Can Lyle, 48, and Tonia, 53, afford to trade their home for two condos?” was originally published on the Globe and Mail on October 20th, 2013 by Dianne Maley. Before Lyle and Tonia can retire, they have to pay off the $425,000 mortgage on...
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. Advance planning and avoiding major decisions until after the mourning period are...
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. Funds offer several features in one product, but those...
The article “Should you use home equity to buy a house for your kids?” was originally published in MoneySense on October 6, 2023. Some parents want to help their kids move out by borrowing against their home. Here’s how interest rates and estate planning...
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. There is a significant amount of...
The article “How to report U.S. employment income in Canada” was originally published in MoneySense on September 25, 2023. Canadian citizens who work in the U.S. have to meet Canadian and U.S. tax filing requirements. Here’s what to know about the rules,...
The article “Do you need mortgage life insurance?” was originally published in MoneySense on September 22, 2023. Mortgage protection can be a good idea, if for instance you have a condition or illness that might make it difficult to get insurance...
The article “Who should Canadians consult for debt advice?” was originally published in MoneySense on September 18, 2023. Photo by Lifestylememory from Freepik. With debt servicing costs up significantly over the past year, many Canadians are struggling...
The article “What to know about withholding tax in retirement” was originally published in MoneySense on September 11, 2023. Photo by Mücahit inci from Pexels. Most retirees have taxes owing at the end of the year. Should you adjust the withholding tax on...
The article “Are Vanguard Canada ETFs and other funds always a good investment?” was originally published in MoneySense on September 6, 2023. Photo by Ekaterina Bolovtsova from Pexels. Here’s how you can access Vanguard ETFs in Canada and some pros and...
