Retirement

Planning and Advice

Help frugal retirees loosen the purse strings

Many retirees seem to have a hard time shifting from saving to spending

By Susan Goldberg |October 16, 2017

5 min read

Industry

Pre-retirees relying on homes to fund retirement

45% of pre-retired Ontario homeowners are relying on the value of their home increasing to fund their retirement.

By Staff |September 26, 2017

2 min read

Tax News

Shedding light on the CPP survivor benefit

Explaining a poorly understood mechanism

By Lea Koiv |September 22, 2017

11 min read

Industry

Canadians say adult children are a financial strain

The survey posed a series of scenarios to parents regarding their children's post-secondary education, home buying and financial independence.

By Staff |September 19, 2017

2 min read

Single parents most ready to transfer wealth: survey

Single parents are most prepared to transfer their wealth, according to an RBC survey of families in Canada, the U.K. and U.S. RBC found that 38% of single-parent families have a comprehensive wealth transfer strategy, compared to 26% for nuclear families and 24% for blended families (those that have children from current and previous relationships). […]

By Staff |June 15, 2017

1 min read

Retirement

Help frugal retirees loosen the purse strings

Pre-retirees relying on homes to fund retirement

Shedding light on the CPP survivor benefit

Canadians say adult children are a financial strain

Behavioural coaching part of retirement planning, says expert

What OAS at 65 means for younger generations

Canada dominates in finances: survey

Feds may have questions for OAS recipients

‘I took a $10,000 pay cut to stay with my pension,’ says client

Single parents most ready to transfer wealth: survey