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advisor news
The tax consequences for older Canadians in a common-law relationships
A senior couple taking a closer look at their budget in the comfort of their home.
financial facelift
Can Jeff and Vera afford to retire, travel and still help their children financially?
(Alex Filipe/The Globe and Mail)
life
Can you retire this year? New survey shows inflation is making it difficult for some Canadians. Plus, advice on the pension income tax credit
Portrait of a senior caucasian man in his 60s checking his energy bills at home. He has a worried expression and touches his face with his hand while looking at the bills. Focus on the man while the interior architecture of the house is defocused.
your practice
What to consider in financial, tax and estate planning for members of the LGBTQ+ community
Pregnant counselor advising young lesbian couple at their home
advisor news
Dealing with a tax audit from the CRA could call for a team effort
A stock photo of the Canadian T1 General Tax forms.
paycheque project
Brampton man, 27, with $25,000 in student debt is helping pay his parents’ mortgage: ‘I want to give my parents a chance to retire’
your practice
How advisors can provide important perspectives and approaches in tax planning
Close-up of unrecognizable woman working with tax return form: she checking papers and using calculator
advisor news
What to consider when leaving Canada to live or work in another country
Mother and son at airport boarding terminal looking out window at airplane. Family travel and adventure.
young money
Why parents should get their own finances in order – before saving for their kids
Bridget Casey
globe advisor weekly newsletter
‘When you feel uncomfortable, that’s when you are growing,’ says female executive
ROYALTY-FREE -- ISTOCKPHOTO. Image of four successful businesswomen interacting at meeting
advisor news
How to maximize the flexibility that spousal RRSPs add to retirement planning
Young couple using digital tablet with their financial advisor in the office.
opinion
How advisors can help women close the entrepreneur wealth gap
Saijal Patel
globe investor
Why some retirees go back to work, two questions Canadians should ask before dismissing annuities, and options for using a locked-in RRSP
Shot of a group of three creative businesspeople brainstorming ideas and writing notes on a glass wall inside their office
financial facelift
Can Thomas save for retirement while also paying a new mortgage?
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
inside the market
Gordon Pape: With urgent changes needed to fix Canada’s retirement system, here are my proposals
household finances
Tax-free first home savings account: Three way to make the most of it
portfolio strategy
How parents can use the new Tax-Free First Home Savings Account for kids
Rob Carrick
globe investor
Tips for becoming a green thumb in your senior years, why retirement is ‘the best job I’ve ever had’ for an Ontario man and tips on converting an RRSP early
Nancy McDonald prunes her hydrangeas in her garden in Ottawa, on Tuesday, April 5, 2022. (Justin Tang for The Globe and Mail)
inside the market
Gordon Pape’s mailbag: Dumping bonds, seeking TSX-listed tech ETFs, collapsing RRSPs and other investing dilemmas
inside the market
When it comes to investing, slow and steady does win the race
People putting Dollar Coin into Piggy Bank. Gold Coins Stack and Banknotes Bundle. Money Savings, Personal Investment, Finance, Funding. Open Bank Deposit, Capital Accumulation
tax matters
New Tax-Free First Home Savings Account provides flexibility
New homes are built in a housing construction development in the west-end of Ottawa on Thursday, May 6, 2021. The Ontario Real Estate Association says London broker Stacey Evoy is its new president. THE CANADIAN PRESS/Sean Kilpatrick
report on business
Will a new tax-free savings account help homebuyers? Experts offer mixed reviews
(FILES) In this file photo taken on July 30, 2021, a man walks along a street in a neighborhood of single family homes in Los Angeles, California. - US homebuyers got a slight respite from rising prices in September, and sales of existing homes rebounded after dipping in August, according to industry data released on October 21, 2021. Shortages of workers and building supplies have drained the supply of housing as buyers have taken advantage of low mortgage rates during the Covid-19 pandemic to trade up, move to the suburbs or buy for the first time. And that in turn sent prices soaring. (Photo by Frederic J. BROWN / AFP) (Photo by FREDERIC J. BROWN/AFP via Getty Images)
retirement
‘Retirement is the best job I’ve ever had,’ says this frequent traveller
David Davidson for Tales from the Golden Age - Photo courtesy of David Davidson
explainer
A tax-free savings account is coming for new home buyers. What you need to know
A sold sign is shown in front of west-end Toronto homes Sunday, April 9, 2017. A housing data decision is opening doors to real estate innovation, say realtors. THE CANADIAN PRESS/Graeme Roy
investor newsletter
This chart on inflation’s impact on stock prices is truly scary
Trader Peter Tuchman wears a "Dow $35,000" hat to mark the Dow Jones Industrial Average closing at 35,061.55, on the floor of the New York Stock Exchange, Friday, July 23, 2021, in New York. (AP Photo/Richard Drew)
tax matters
Consider new ideas coming from greater RRSP savings
Vancouver, Canada -- October 22, 2011: Close up of letter tiles spelling out RRSP on Canadian Currency symbolizing a RRSP retirement contribution.
globe investor
RRSP 101: What to know about saving for retirement in Canada
Saving for a happy, comfortable retirement is one of the most common goals of personal financial planning for Canadians. Here's how RRSPs work and how you can pick the savings plan that works for you.
household finances
RRSP deadline: Can’t decide if you should contribute? Try the ‘see-saw method’
Canadian $100 bills are counted in Toronto, Feb. 2, 2016. The registered retirement savings plan (RRSP) is one of the best-known tax shelters available to Canadians, particularly in the weeks before the annual contribution deadline, which is March 1 this year. But financial experts say a tax free savings account (TFSA) is often a better choice over the long run. THE CANADIAN PRESS/Graeme Roy
investor clinic
Clearing up confusion about RRIFs, RRSPs and royalties
For Investor Clinic column in Globe Investor/ROB only.
tax matters
It’s about time for this crazy RRSP rule to change
Tim Cestnick
globe investor
How to keep your tattoos looking good as you age, more RRSP advice ahead of the deadline and what to know when appointing an out-of-country executor in your will
Monica Hamilton shows off her tattoos in Sylvan Lake, Alberta, Canada February 11, 2022. Todd Korol/The Globe And Mail
tax matters
The importance and benefit of contributing to your RRSP earlier than later
Tim Cestnick
globe investor
The pros and cons of buying life insurance when you’re older, which portfolio assets you should spend first in retirement and some advice on converting an RRSP
Insurance broker and senior couple at home with folders
retirement
Non-registered savings plans: What are they and do employees even want them?
Insurance agent wearing fa mask while talking to a couple about their saving plans on a meeting in the office.
investor newsletter
BMO’s picks for TSX stocks that offer growth at a reasonable price. Plus, the RRSP portfolio shakeup and why investors should stay cautious on uranium
RRSP is tax deferred savings plan meant to help Canadians save for retirement.