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]
What exactly is a Robo-Advisor?
It’s an interesting title, to say the least. When I first heard the term, I had visions of these little Robots on an assembly-line, picking out all the good inve… [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]
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]