by Rona Birenbaum BAS CFP®, CHFS | Jul 23, 2012 | All About Investing, All About Tax, Retirement
These days many Canadians are accepting career opportunities that take them to the United States for a number of years during which they accumulate assets in a U.S. retirement savings plan. Upon returning to Canada, it is possible to transfer the US retirement plan...
by Rona Birenbaum BAS CFP®, CHFS | Jan 29, 2012 | All About Tax, Retirement
Q: I am turning 60 next year. Should I apply for CPP now or wait until I am 65? A: It sounds like you realize that electing to receive CPP prior to age 65 means that your monthly pension will be less than if you waited until age 65 to apply. There is no simple answer...
by YWD Inc. | Dec 11, 2010 | All About Investing, All About Tax, Retirement
If you have been a member of a pension plan for a number of years, the benefits you have accumulated in the plan could be an important (possibly your primary) source of income in retirement. When you leave your employment, voluntarily or not, you may have to decide...
by Rona Birenbaum BAS CFP®, CHFS | Aug 17, 2010 | Cash Flow Concerns, Retirement
Fighting about money is one of the most common reasons for divorce in North America. Many couples face an overwhelming task when creating and managing the household income. These couples find themselves frustrated when it comes to combining their financial styles,...
