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charting retirement
Why has real wage growth been stagnating?
File #: 5196878 Exclusive iStockphoto Photographer Tax Time in Canada Desk with lots of paper, Canadian federal tax form and a page from calendar with the last date to file tax return. Credit: Ireneusz Skorupa / iStockphoto (Royalty-Free)
investor clinic
Test your personal-finance smarts with The Globe’s 2022 money and investing quiz
For Investor Clinic column in Globe Investor/ROB only.
globe investor
How retirees who haven’t lived in Canada for long can increase their OAS pension. Plus, meet an Ontario senior devoting his life to helping elderly Canadians live comfortably at home
An attentive senior man listens as a financial advisor gives him advice about retirement plans.
globe investor
Higher TFSA contribution limit and lower taxes are among the rare upsides of high inflation
The CRA is tracking contributions to TFSA closely, so if you happen to make an overcontribution, the taxman will know about it pretty quickly.
analysis
Two ways retirees who haven’t lived in Canada for long can increase their OAS pension
An attentive senior man listens as a financial advisor gives him advice about retirement plans.
opinion
Here are two big issues the Trudeau government should be tackling, but would rather ignore
The Editorial Board
globe investor
Why a B.C. retiree found working in a funeral home rewarding, how inflation and rising interest rates are squeezing seniors and advice on OAS deferrals
Retired air traffic controller William Jesse is photographed looking over his restored 1949 Chevrolet pickup truck at his home in Victoria, B.C., on Tuesday, November 4, 2022. Chad Hipolito/The Globe and Mail
politics
Politics Briefing: Trudeau had ‘epic battle’ with former finance minister over budget spending, new book says
Canadian Prime Minister Justin Trudeau delivers a statement on the passing of Queen Elizabeth II in Vancouver on Thursday, September 8, 2022. Trudeau says the Queen was one of his favourite people in the world and she had an obvious love for Canada. He says she was thoughtful, wise, curious, helpful and funny and that he will miss their chats. THE CANADIAN PRESS/Darryl Dyck
politics
Trudeau had ‘epic battle’ with former finance minister over budget spending, new book says
FILE PHOTO: Canada's Minister of Finance Bill Morneau looks at Prime Minister Justin Trudeau during a press conference in Ottawa, Ontario, Canada March 11, 2020. REUTERS/Blair Gable/File Photo
globe investor
Tips on keeping your marriage together in retirement and why some pension experts say deferring OAS is best
Cropped shot of a senior couple spending quality time together at home
retirement
OAS pension payments have permanently risen for the first time since 1973. Here’s why retirees should defer them
Shot of a senior man drinking coffee and looking thoughtfully out of a window
world
Peru’s Congress declines OAS summit over gender neutral bathroom rule
FILE PHOTO: A sign is seen on a gender neutral restroom wall in New York City, U.S., April 19, 2017. REUTERS/Mike Segar/File Photo
financial facelift
Should Eileen sell her house to pay off the mortgage before retirement?
Tijana Martin/ The Globe and Mail
advisor mutual funds
How to avoid costly tax issues when considering moving abroad
Shot of a retired couple standing on a golf green
opinion
‘Sorry, Grandma, we’re cutting your benefits.’ No politician will ever say that. But maybe they should
The Editorial Board
opinion
Don’t let big bad math mess with your CPP benefits
Neil Gross
globe investor
Should you move closer to your kids when you retire, why conservative investors may need to review their stance on risk, and answering reader questions on the CPP
Grandfather and grandson on a fishing adventure
globe investor
Why birdwatching has become the hot new hobby for seniors, a warning about retiring too early and a question of when to start taking CPP
Diane Gibbs, who is new to the bird watching hobby scans with her eyes and binoculars during an outing in Toronto, Ontario on February 28, 2022. (Photo by Peter Power for The Globe and Mail)
tax and spend
Few Canadian seniors are deferring retirement benefits, when doing so could mean tens of thousands of extra dollars
Taiwanese senior man sitting at table and calculating finances
financial facelift
Can Rose afford to retire in five years and still maintain her lifestyle?
January 30, 2022. Darryl Dyck/The Globe and Mail
advisor news
How the pandemic is leading Canadians to delay retirement
A group of university students are indoors in a study hall. They are having a group discussion. A Caucasian senior woman is reading out loud from a textbook.
inside the market
Rob Carrick: A solo senior sells her home - is she financially set for life?
globe investor
Tips for seniors on starting a business later in life, why an inheritance won’t solve your problems and a question on how to revert early OAS payments
Immigration consultant Ellen Yachnin at her home in Toronto, Ontario on November 17, 2021 for a story about starting your own business "in retirement." (Photo by Peter Power for The Globe and Mail)
advisor news
Advisors need to ‘dust off the old inflationary playbook’ as rising costs rattle clients
People wearing masks shop at a grocery store in Moncton, N.B., on Wednesday, September, 22, 2021. THE CANADIAN PRESS/Christopher Katsarov
carrick on money
Big wedding or save money for a home down payment?
Rob Carrick
financial facelift
Can Jill donate land from her estate and provide a lesson for her grandchildren?
October 19, 2021. Amber Bracken for The Globe and Mail
globe investor
Should you move to a retirement community, how an aging population could impact future stock market returns and five lessons from yoga to help build wealth
Donna Weddell poses for a photograph in her quilting room, in Burnaby, B.C., on Monday, October 4, 2021. Darryl Dyck/The Globe and Mail
investor clinic
Dividend investors, don’t lose sleep over the OAS clawback
For Investor Clinic column in Globe Investor/ROB only.
globe investor
Why more boomers are turning to spirituality as they age, five tips for a happy retirement and some advice for snowbirds around collecting CPP
Active group of happy seniors laugh as they enjoy life in a senior living community. They are participating in a book club.
carrick on money
Pre-teens getting money for a house down payment
Rob Carrick
report on business
Did Ottawa need to spend billions to safeguard jobs?
Prime Minister Justin Trudeau leaves after holding a press conference in Ottawa on Friday, May 7, 2021, during the COVID-19 pandemic. THE CANADIAN PRESS/Sean Kilpatrick
taxes
How deferring the OAS just got a little more lucrative
Government of Canada public pensions web page is shown on Tuesday, January 9, 2018. Low-income seniors will no longer have to apply for an income top-up under a newly-launched program to automatically sign them up for the benefit payments. As of now, seniors who automatically enrolled for old age security benefits will also be automatically considered for the guaranteed income supplement based on their tax filings.THE CANADIAN PRESS
tax and spend
Rising grey tide consumes growing share of federal budget
Of the organizations surveyed for the Conference Board of Canada's study Work-Life Balance, Are Employers Listening?, 10 per cent offer workers emergency care for elderly relatives or elder care case management services.
opinion
Old Age Security costs more every year. The Trudeau government’s budget is making it worse
The Editorial Board
advisor news
What to do when it’s time to convert an RRSP?
Senior Citizen holding three golden eggs in a bird's nest.
opinion
‘We’re really discarded’ – an 83-year-old on taxes and discrimination against singles
Rob Carrick