The earliest baby boomers have already turned 65 and over the next 20 years, they will be making one of the biggest transitions in life. The Boomers have made retirement a really hot topic these days… [more]
I often come across investors who are reluctant to sell an investment because of the associated capital gains tax payable. Whether it’s a stock or mutual fund they’ve owned for ages, a rental prop… [more]
"Surrender to what is, let go of what was, have faith in what will be." – Sonia Ricotti
One of the beauties and challenges of life is its unpredictability. Unexpected occurrences can sweep us o… [more]
This post has been brought to you in partnership with Scotia iTRADE. All thoughts and opinions are my own and do not necessarily reflect the views of Scotia iTRADE.
Most of us live our lives accord… [more]
True or false? When planning to leave your Tax-Free Savings Account (TFSA) to your spouse, it is always best from an estate planning perspective to name your spouse as ‘beneficiary.’ False. This m… [more]
One hundred years ago, the concept of retirement did not exist. We started working at the age of 15 (usually at a job that required physical labour) and we statistically died at 47 years of age. As jo… [more]