‘I’m 45 and just starting to take retirement savings seriously. How much should I have saved by now?’
I’m 45 and just beginning to save for retirement seriously. I’ve heard conflicting advice about how much I…
‘I recently accepted a job. Should I buy back pensionable service years from other workplaces?’
I recently accepted a new position and have the opportunity to buy back up to 10 pensionable service…
An inheritance led to her dream home – and is now helping this 68-year-old plan her own will
Open this photo in gallery: Illustration by Photo illustration by The Globe and Mail. Source images: Getty Images…
After months of limbo, Ottawa says RRIF withdrawal cut won’t happen in 2025
Open this photo in gallery: Parliament Hill in Ottawa in March. Despite an earlier campaign promise, the Liberal…
Unions warn federal budget proposal could lead to pension cuts for government workers
Open this photo in gallery: The Canadian Union of Public Employees said it’s concerned the federal government is…
The finfluencer’s class is in session. Is it worth paying for?
Open this photo in gallery: There are many finfluencers that use their personal experiences to educate others. That…
Canada needs guidelines for AI use in financial advice, report says
As Canadians shoulder more responsibility for their retirement savings, many are “flying blind” in an increasingly complex financial…
‘I may retire this year, but my wife, who’s 10 years younger, will keep working. Should we consolidate our portfolios?’
I’m 56 and a DIY investor considering retiring at the end of the year. My wife is 10…
‘Is a million dollars enough for us to retire if we maintain our current lifestyle?’
Is a million dollars enough for the two of us, both in our mid-50s, to retire on if…
You’ve been named executor of an estate. What if you don’t want the job?
Open this photo in gallery: Debbie Stanley, CEO of ETP Canada, estimates the average executor spends about 400…
Wealthsimple launches RRSP loans as fintech pushes into retirement planning
Open this photo in gallery: The Wealthsimple app on a smartphone.Giordano Ciampini/The Canadian Press Wealthsimple is introducing a…
‘Our son passed away and we’ve been frozen in sadness. What do we do with his finances?’
Two months after my son turned 18, he passed away. This was in August, 2023. We are frozen…