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Today, the bulk of financial assets are in the hands of the aging baby boomers. Over the next 10 to 20 years, the aging phenomenon will have a massive impact on inheritance planning. Here are some tip [more]
Minimizing your Old Age Security clawback [Update: 2017 rates]
The Old Age Security (OAS) program is the cornerstone of Canada's retirement income system. It includes a basic pension that goes to almost all people 65 or older who have lived in Canada for at least [more]
I was proud when we paid our mortgage off at age 49. It was years earlier than most people achieved, but fellow Retire Happy writer, Sean Cooper, beat us by 19 years! Cooper bought his Toronto hous [more]
The earliest baby boomers have already turned 65 and over the next 20 years, they will be making one of the biggest transitions in life. The Boomers have made retirement a really hot topic these days [more]
Try not to let capital gains tax prevent selling an investment
I often come across investors who are reluctant to sell an investment because of the associated capital gains tax payable. Whether it’s a stock or mutual fund they’ve owned for ages, a rental prop [more]
"Surrender to what is, let go of what was, have faith in what will be." – Sonia Ricotti  One of the beauties and challenges of life is its unpredictability. Unexpected occurrences can sweep us o [more]