Financial Planning

15 Oct Tax instalments may be more baffling this year

Posted at 00:00h in Financial Planning

By: David Christianson, BA, CFP, R.F.P., TEP, CIM "Dollars and Sense" I became unusually incensed a couple of...

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

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

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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...

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06 Aug How to Not Run Out of Money

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

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

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

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15 Jul To CPP or not CPP?

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

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

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

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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...

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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...

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