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 https://youtu [more]
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]
Disability Tax Credit: Are you missing out on this misunderstood tax credit?
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]
My long-time clients, Norm and Mary, suffer from extreme retirement anxiety. They don’t have to stress about their retirement as they’ll have more money than they’ll ever need – yet they worry [more]