Category: The Money Puzzle

Preparing for Tax Season

It’s that time again.  Tax season is right around the corner and the government wants to know how much you made last year.  You should receive most of your tax slips by the end...

A Retirement Income Planning Tool

A big challenge faced by retirees is how to manage the timing and sequence of withdrawals from their retirement savings and integrate it with other pension income sources.   You want to have enough...

Investing in Canadian Banks

For long-term buy-and-hold investors nothing really beats having the Canadian Big Five banks in your portfolio. Many investors already have a stake in at least one of the big five. Major Canadian banks consistently...

Generating Cash Flow in Retirement

Once you’ve stopped working your objective shifts from growing your investment portfolio to determining how to convert a large lump sum of retirement savings into a regular income stream that will last as long...

Is a Robo-Advisor Right For You?

Robo-advisors have become incredibly popular over the past few years, managing hundred of millions of dollars in Canada alone. They seem to be targeted to millennials who are just starting to invest, but they...