Should folks in or nearing retirement buy an annuity? If so, what’s the best time to pull the trigger on that purchase?
Generally, I'm not a big fan of annuities, especially when interest rates a… [more]
Recently I was on my regular visit on Alberta Primetime and we talked about Robo-Advisors. You can check out the interview here but here are some of the highlights of our discussion
In June 2016, the Minister of Finance announced an agreement in principle with the provinces that would “strengthen the Canada Pension Plan (CPP) for future generations.” These proposed changes be… [more]
Though many are aware that the disability tax credit is available for those who suffer from a “severe or prolonged physical or mental impairment,” many taxpayers may not fully appreciate the scope… [more]
Recently I wrote a piece on how to handle an inheritance and got a few questions from RetireHappy readers. One of the areas greatly misunderstood in Canada is issues around taxation when you die and… [more]