Tag:

Retirement Planning

How to Stop Spending Money After The Pandemic
How to Stop Spending Money After The Pandemic
Many of us are looking forward to a post-pandemic world, so learn how to avoid spending too much money after the pandemic
Term Life Insurance and Permanent Life Insurance: A Comparison
Term Life Insurance and Permanent Life Insurance: A Comparison
Term life insurance has a set period of time for coverage, meanwhile, permanent life insurance refers to coverage that never expires. The two main types of permanent life insurance are whole and universal life.
Budgeting in Retirement: Balancing your needs and wants [Budgeting Tools]
Budgeting in Retirement: Balancing your needs and wants [Budgeting Tools]
The Covid-19 pandemic has emphasized the importance of budgeting in retirement. Ensuring your needs are met and budgeting for your wants will help with a less stressful retirement.
2020 Taxes and RRSPs: What You Need To Know
2020 Taxes and RRSPs: What You Need To Know
Find out the 2020 RRSP contribution deadline, the RRSP contribution limit, and more!
Avoiding the Penalty Box: Over-Contributing to RRSPs and TFSAs
Avoiding the Penalty Box: Over-Contributing to RRSPs and TFSAs
Over-contributing to your RRSP or TFSA can land you with a minor penalty. Learn how to avoid the CRA penalty box.
In Search of Income: Life Annuities & Monthly Income Funds
In Search of Income: Life Annuities & Monthly Income Funds
In times of low investment rates, monthly income funds must be considered with both mutual fund or life annuities.
Mutual Fund Portfolios and Panic: Avoiding the Temptation to Sell
Mutual Fund Portfolios and Panic: Avoiding the Temptation to Sell
When times are tough, the temptation for mutual fund portfolios is to sell everything and run to cash. Before you fall to the temptation and sell, consider these points about your mutual funds.
Learning for Life with the RRSP Lifelong Learning Plan (LLP)
Learning for Life with the RRSP Lifelong Learning Plan (LLP)
One of the most effective ways to pay for continuing education is
Plague and Planning: 4 Financial Planning Implications of the COVID-19 Pandemic
Plague and Planning: 4 Financial Planning Implications of the COVID-19 Pandemic
COVID-19 has highlighted the importance of foud financial defences: Emergency Funds, Budgeting, Life & Health Insurance, and Estate Planning
RRIF Minimum Withdrawal Rules and Table 2021
RRIF Minimum Withdrawal Rules and Table 2021
New RRIF minimum withdrawal rules were introduced on March 25, 2020 in response to the COVID-19 pandemic. If you don't need the regular RRIF minimum, it's usually beneficial to reduce your annual RRIF minimum withdrawal amount.
Segregated Funds - The Basics
Segregated Funds - The Basics
While segregated funds are often compared to mutual funds, they have their own set of unique benefits.
Cryptocurrencies and What They Mean For Your Business
Cryptocurrencies and What They Mean For Your Business
Technology has added efficiency and modern conveniences to daily life. Among these conveniences, computer experts have managed to apply digital traits to new, online currencies in what is called cryptocurrencies.
Here are the highlights from Canada's 2018 Federal Budget
Here are the highlights from Canada's 2018 Federal Budget
Overall, the budget aims to narrow the deficit to $18.1 billion; however, there is no target date for a return to balance.
Six Ways to Get the Most From Your RRSP
Six Ways to Get the Most From Your RRSP
Not all RRSPs are created equal and there are ways you can get the most of your retirement plan with RRSPs.
Highlights from the Federal Budget 2017
Highlights from the Federal Budget 2017
The Liberal government recently tabled the 2017 federal budget, which Finance Minister Bill Morneau says will put Canadians to work and make the country more innovative and globally competitive.
Estate Planning for Your Digital Assets
Estate Planning for Your Digital Assets
Technology has become more pervasive, and it's become increasingly difficult to avoid having at least some kind of valuable data that has to be managed. Whether it's important photographs, documents hosted in the Cloud, online banking accounts, or Web-based assets like social media accounts or websites, virtually everyone has some digital assets to track.