Retirement Planning

How to use your TFSA in retirement

Just as a Tax-Free Savings Account (TFSA) meets a variety of needs during your working years, it can be equally versatile during retirement.

Retirement Planning

Meeting Health-Care Needs

As our longevity increases, so does the possibility of losing our independence and requiring long-term care.

Retirement Planning

Finding a balance between spending and saving

When it comes to spending versus saving, there is no exact balance that’s right for everyone.

Investing

Looking at the lure of money market funds

With money market funds recently posting annual returns upward of 4%, many mutual fund investors wonder whether they should choose these funds for part of their portfolio.

Financial Briefs

Safeguard your mutual fund assets with a trusted contact person

Just over two years ago, the Canadian Securities Administrators (CSA) introduced the concept of a “trusted contact person,” which has now been adopted across the country.

Financial Briefs

Dedicating savings for a specific need or want

Anyone saving for their child’s education costs or their own retirement typically makes regular contributions to mutual funds in a registered plan.

Financial Briefs

Investing a large lump sum

If you’re about to invest a significant lump sum in mutual funds, you may wonder whether you’re better off investing the entire sum at once or investing smaller amounts over time.