Showing by author: Jim Yih

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]
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]
Unlocking LIRAs: How to get money out of your pension
If you left a company with a pension before retirement, chances are you had to move the money into a Locked in Retirement Account (LIRA). That's because both the federal and provincial governments do [more]
Do you need a financial advisor to start investing?
The investment industry has become increasingly complex with more choice and options than ever before. For many Canadians, the starting place might be to get some help from a financial advisor.  [more]
Executor’s checklist: What are the duties of an executor?
According to the Canadian Bar Association, "The executor gathers up the estate assets, pays the deceased's debts, and divides what remains of the deceased's estate among the beneficiaries." While t [more]