Financial Planning

15 Oct Teacher and single mother can retire at 55 with room to spare, if she plays her cards right

Posted at 00:00h in Financial Planning

Brooke needs to boost investments to save for her son’s education and pay off her mortgage A woman...

Read More

15 Oct Making RRIF withdrawals during the pandemic

Posted at 00:00h in Financial Planning

A tax expert at the IAFP symposium discussed the factors to consider Tax tips tailored to the pandemic...

Read More

15 Oct Brad Brain: Financial literacy resources

Posted at 00:00h in Financial Planning

I noticed that there is a bit of a theme that has been running through the articles...

Read More

06 Aug How to Not Run Out of Money

Posted at 00:00h in Financial Planning

Running out of money is a major fear for retirees, but there are ways to make sure...

Read More

15 Jul Early retirement comes at too high a cost for Ontario man with two decades to run on his mortgage

Posted at 00:00h in Financial Planning

Family Finance asked Derek Moran, head of Smarter Financial Planning Ltd. in Kelowna, B.C., to work with...

Read More

15 Jul To CPP or not CPP?

Posted at 00:00h in Financial Planning

The debate about when to take CPP and OAS is one that is revisited frequently online and...

Read More

15 Jul Should these high-income millennials take advantage of a work pension buyback program?

Posted at 00:00h in Financial Planning

A specialist in his field of medicine, Victor knows his family is unlikely to ever want financially....

Read More

23 Jun Is now the time to review clients’ risk tolerance?

Posted at 00:00h in Financial Planning

Performing the know-your-client process during a pandemic has both pros and cons In good times, advisors go to...

Read More

23 Jun Help your clients plan for tax owing on CERB payments

Posted at 00:00h in Financial Planning

Payments must be reported as income for the 2020 tax year [caption id="attachment_266" align="alignnone" width="800"] 23206674 - tax...

Read More