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Top articles

Retirement

What’s your number: How much is enough to retire?

Wayne RotheBy Wayne Rothe
Pension

Unlocking LIRAs: How to get money out of your pension

Jim YihBy Jim Yih
Estate Planning, Saving

Is a free (or cheap) do-it-yourself will kit safe?

Wayne RotheBy Wayne Rothe
Investing, Robo Advisors

Do you need a financial advisor to start investing?

Jim YihBy Jim Yih
Financial Planning

5 signs you’re on track to achieve financial success

Sarah MiltonBy Sarah Milton
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Categories

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  • Retirement
  • Investing
  • Estate Planning
  • Personal Finance
  • Group Benefits
Saving, Retirement

How to secure your money in retirement

Tom DrakeBy Tom Drake
Retirement, Government Benefits, Pension

Understanding risk in 2 key retirement planning decisions

Carlo PalazzoBy Carlo Palazzo
Pension, Retirement

Understanding and calculating the “Enhanced CPP” changes

Doug RuncheyBy Doug Runchey
Retirement, Retirement Income

Common investment mistakes by retirees

Jason HeathBy Jason Heath
Retirement, Retirement Income

How much income will $100,000 pay you in retirement?

Jim YihBy Jim Yih
Retirement, Spending

How much money will you spend in retirement?

Jason HeathBy Jason Heath
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Investing, Advice

COVID-19: How it has affected the markets and your investment?

Jim YihBy Jim Yih
Investing

2019 stock market review (and how it can help your portfolio in 2020)

Jim YihBy Jim Yih
Investing

Questrade review: The best Canadian online brokerage

Tom DrakeBy Tom Drake
Robo Advisors

Why I chose Justwealth for my family’s RESP

Jim YihBy Jim Yih
TFSA, Investing

Investing your TFSA

Jim YihBy Jim Yih
Investing, Retirement Income

Creating retirement income with 3 income ETFs

Jim YihBy Jim Yih
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Tax, Estate Planning

Develop a strategy for charitable donations

Jim YihBy Jim Yih
Estate Planning

Executor’s checklist: What are the duties of an executor?

Jim YihBy Jim Yih
Estate Planning

Common fears of estate planning

Jim YihBy Jim Yih
Estate Planning

Estate planning: Seven questions that will change lives

Wayne RotheBy Wayne Rothe
Estate Planning

Different types of beneficiary designations

Scott WallaceBy Scott Wallace
Estate Planning

What are probate fees?

Scott WallaceBy Scott Wallace
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Personal Finance

New years resolutions for improved finances

Jim YihBy Jim Yih
Spending

Managing your holiday spending

Sarah MiltonBy Sarah Milton
Investing, Advice, Financial Education, Financial Planning, Personal Finance, Saving

How to avoid behavioural biases that impact you and your advisor

Jason HeathBy Jason Heath
Retirement Income, Tax

The 6 best strategies to minimize tax on your retirement income

Ed RempelBy Ed Rempel
Tax

Leaving Canada permanently? Here’s what you need to know about departure tax

Brenda HiscockBy Brenda Hiscock
Retirement, Tax

Income splitting strategies in retirement

Jim YihBy Jim Yih
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Benefits, Group Benefits

Group benefits for millennials

Sean CooperBy Sean Cooper
Group RRSPs

3 ways to maximize your group RRSP

Sarah MiltonBy Sarah Milton
Group RRSPs

Options when leaving your group RRSP

Sarah MiltonBy Sarah Milton
Financial Education, Group Benefits

Benefits of financial education at work

Jim YihBy Jim Yih
Group Benefits

Advantages of cost sharing of benefits

darrensmithBy darrensmith
Group Benefits, Employer Benefits

How to set up a Group TFSA

Jim YihBy Jim Yih
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Videos

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How Much is Enough?
Develop a retirement card
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About Us

Retire Happy has been providing top quality information and resources on retirement, investing, estate planning and personal finance for over 20 years and has been recognized with awards for being one of Canada’s leading resource. Retire Happy was originally founded by one of Canada’s leading experts, Jim Yih but has now grown in presence with multiple experts contributing.

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