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]
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]
Should you have a lawyer prepare your will, or is a do-it-yourself will kit adequate? This is one of the most common questions I get from clients. I get it; everyone likes a good deal. A lawyer wil [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]
“You do not determine your success by comparing yourself to others. You determine your success by comparing your accomplishments to your capabilities.” – Zig Ziglar One thing I’ve noticed d [more]