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  Big move puts focus on couple's portfolio mix
DIANNE MALEY  

Saturday, April 14, 2018

As their 50th birthdays approach, Bill and Hannah are planning to leave behind their big-earning and bigspending oil patch lifestyle and move back to Ontario to help care for ailing relatives.
FULL STORY


Forget falling stocks - there are other financial risks you should be worried about
ROB CARRICK  

Thursday, April 05, 2018

You have more important financial risks to worry about than falling stock markets.It's easy to get torqued these days about stocks. North American indexes were well into the red as of early April and the losses on a few particular days have been bad enough to rate mention on radio and TV news. Veterans of the most recent market crash know stocks only make the general news when they're dropping dramatically.
FULL STORY


The perils of bequeathing money to family overseas
CHRIS ATCHISON  

Tuesday, April 03, 2018

So storied is Canada's post-colonial, immigration-driven history that it's almost become cliched. From Heritage Minutes to civic mottos, ours is a country that embraces its immigrant past and future like no other.
FULL STORY


Challenges to estate plans on the rise
AUGUSTA DWYER  

Tuesday, April 03, 2018

Litigation over wills is becoming increasingly common, says Suzana Popovic-Montag, managing partner at Hull and Hull LLP, a Toronto-based law firm that specializes in estate and trust planning.''Coupled with the tremendous increase in wealth that we have seen over the last few years, people are living longer,'' she said. ''As people live longer, they are, statistically, far more likely to develop a cognitive disorder or to experience cognitive decline.''
FULL STORY


Early RRSP withdrawals can bring advantages
JEFF BUCKSTEIN  

Wednesday, March 21, 2018

Under certain circumstances, those who take strategic early withdrawals from a registered retirement savings plan may find tax and other financial advantages, experts say.In the decade prior to the absolute deadline when 71-yearold Canadians must turn an RRSP into either a registered retirement income fund (RRIF) or an annuity, it may make sense to withdraw some RRSP funds, but the raids should be carefully executed.
FULL STORY


How could your pension be paid out?
GAIL JOHNSON  

Wednesday, March 21, 2018

Retirement may seem like an abstract concept to many young couples, but for Tom and Sue Heideman, it was something they began planning early in their marriage. And now the two are loving their work-free lifestyle after recently moving from Toronto to retire in a small community near Orillia, Ont.
FULL STORY


'Hands-on' investor looks to switch advisers
DIANNE MALEY  

Saturday, March 03, 2018

Lena is 82, ''single by choice'' and concerned about estate planning after a recent health problem. She also wants some help with her investment portfolio, but she dislikes paying fees and commissions.
FULL STORY


How to be a tax-smart snowbird
DAVID ALTRO, MATT ALTRO  

Friday, February 23, 2018

David Altro is the managing partner of Altro LLP, which specializes in cross-border tax and estate planning, real estate and immigration and has offices in Canada and the United States.
FULL STORY


Banks set for strong results as trade, housing risks loom
JAMES BRADSHAW  

Tuesday, February 20, 2018

Bullish expectations for Canada's banks are carrying into reporting season for the first fiscal quarter, dampened just a little by uncertainty over global trade and Canada's volatile housing markets.
FULL STORY


Six dividend deals in the market rubble
JOHN HEINZL  

Wednesday, February 07, 2018

With stock markets plunging amid worries about rising interest rates, plenty of investors have been selling dividend-paying companies indiscriminately.Not Darren Sissons. He's been buying them.''Investors, and retail investors in particular, are abandoning ... categories such as consumer staples and consumer discretionary, telcos and utilities,'' says the partner and portfolio manager with Campbell Lee and Ross Investment Management. ''We are of the opinion that buying out-of-favour dividend champions will provide an attractive total return for patient, dividend-focused investors longer term.''
FULL STORY


Reconciling competing financial goals
DIANNE MALEY  

Saturday, February 03, 2018

Luke and Lorraine are in their late 30s with a toddler and a second child on the way. She is a professional, he works for the government.Together, they bring in more than $340,000 a year, including bonuses.
FULL STORY


RRSPs get a bum rap as a tax trap
ROB CARRICK  

Tuesday, January 30, 2018

Regret is something you're supposed to feel for not contributing to RRSPs.But for years now, Jamie Golombek has been hearing from retirees who rue the day they started down the road of using registered retirement savings plans and, in turn, registered retirement income funds (RRIF).
FULL STORY


New parents dream of loftier pursuits
DIANNE MALEY  

Saturday, January 20, 2018

Marta and Mannie understand that big life changes are an ideal time to draw up a financial plan.For them, it's the birth of their first child and their plan to have a second one in the not-too-distant future.
FULL STORY


Longer maternity leave is an option, but prepare for lower weekly benefits
CRAIG WONG  

Friday, January 19, 2018

When Ottawa announced changes to EI parental leave benefits last year that will allow new mothers to receive benefits for 18 months, Heather Wilson was excited about the possibility of spending more time with her baby.
FULL STORY


U.S. citizens living in Canada: Beware of these five tax traps
MATT ALTRO, DAVID ALTRO  

Friday, January 19, 2018

David Altro is the managing partner of Altro LLP, which specializes in cross-border tax and estate planning, real estate and immigration and has offices in Canada and the United States
FULL STORY


How to ensure a smooth succession
CHRIS ATCHISON  

Tuesday, January 16, 2018

As the saying goes, nothing is certain but death and taxes. For entrepreneurs, you can add ''exiting the business,'' whether through a sale, transfer to the next generation or their own passing.
FULL STORY


TSX Ventures into new territory
TIM SHUFELT  

Saturday, January 13, 2018

There's life on the Venture.In a corner of the Canadian public market still darkened by the commodity downturn, the mania for all things marijuana and cryptocurrency has ignited a spark.
FULL STORY


Dual retirement forces some tough decisions
DIANNE MALEY  

Saturday, January 06, 2018

Despite the eight-year difference in their ages, Tess and Theo want to retire at the same time in 2033. He is 49, she is 41.They both work in the same industry, he as an employee earning $125,000 a year, and she as a contract worker making $100,000 a year. He has a defined contribution pension plan at work, while she has one from a previous job. They have a house in a Toronto suburb with a mortgage, and two boys, age 11 and 16.
FULL STORY


Ending on the right note
DIANNE MALEY  

Saturday, December 30, 2017

Marv and Maddy hope to leave their high-paying jobs and retire in 2020.Though neither has a company pension, they have substantial savings. He is 57, she is 56.
FULL STORY


Ten years on, the TFSA's success could lead to its demise
DALE JACKSON  

Wednesday, December 20, 2017

Born of the ashes of the worst market meltdown since the Great Depression, the tax-free savings account enters its 10th year with an uncertain future.When the TFSA was launched in 2009, the value of equities had been slashed in half in less than three months. To help provide an incentive to invest in the capital markets, thenFinance Minister Jim Flaherty introduced a registered trading account where investment gains were free from taxation and withdrawals could be made at any time. (In a non-registered trading account, half of equity gains are subject to taxation, and income generated from the investments is fully taxed.)
FULL STORY


BIRTH AND DEATH NOTICES

Saturday, December 16, 2017

ADA MARIE RICHARDS THOMPSONLucie Richards and Christopher Thompson welcomed the birth of Ada Marie Richards Thompson as the sun rose on Saturday, December 9, 2017.WILLIAM H., AINSLIE M . D. , F. R . C . S . (C) . F. A . C . S .
FULL STORY


Five ways to make your nest egg last
JOEL SCHLESINGER  

Wednesday, November 29, 2017

Like Smaug, the dragon in The Hobbit who guards his pile of treasure, perhaps the biggest priority for high-net-worth investors is to preserve their wealth. They are usually happier to sit on their capital than grow it dramatically.
FULL STORY


Can my employer force me to go to a psychiatrist?

Monday, November 27, 2017

Are you facing a burning issue at work? Need help navigating that mine field? Let our Nine to Five experts help solve your dilemma. E-mail your questions to ninetofive@globeandmail.com.
FULL STORY


RBC joins global 'too big to fail' list
JAMES BRADSHAW  

Wednesday, November 22, 2017

Royal Bank of Canada has officially joined the ranks of global banks deemed too big to fail.The Financial Stability Board (FSB), an international body based in Basel, Switzerland, and headed by Bank of England Governor Mark Carney, has added RBC to the list of 30 global systemically important banks, which must set aside larger capital buffers and face more onerous oversight.
FULL STORY


Adapting to the winds of change
DIANNE MALEY  

Saturday, November 18, 2017

When Margarite's husband died, he left his family well provided for. In addition to their home, he bought three investment properties, one for each of his children.As the years went by, Toronto real estate rose in value substantially. But rental properties require regular maintenance and eventually, renovation. Margarite, who at the age of 69 is still working in an office earning $50,000 a year, faced a severe cash-flow crunch. By the time she contacted Financial Facelift, she had run up about $600,000 in mortgages, high-interest second mortgages, back taxes and credit cards.
FULL STORY

 

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