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Financial Insights & Advice

Stay informed with the latest articles on investing, mortgages, and wealth building

Showing 12 of 66 articles for "retirement"

OAS And CPP Pension Death Benefit: Allowance For The Survivor (2026)
cpp-oasJanuary 30, 2023

OAS And CPP Pension Death Benefit: Allowance For The Survivor (2026)

In the event that your spouse or common-law partner passes away in retirement, you may be curious to know what government benefits you can use to soften the fin

By Christopher Liew, CFA, CFP®
Is OAS Taxable? Set Aside Cash for Old Age Security Taxes (2026)
cpp-oasJanuary 24, 2023

Is OAS Taxable? Set Aside Cash for Old Age Security Taxes (2026)

If you are planning for your retirement and are wondering how to fit Old Age Security in the grand scheme of things, you are probably wondering: Is OAS taxable

By Christopher Liew, CFA, CFP®
Are RRSPs Worth it? 3 Benefits and 3 Downsides (2026)
personal-financeJanuary 24, 2023

Are RRSPs Worth it? 3 Benefits and 3 Downsides (2026)

Are you considering opening a Registered Retirement Savings Plan (RRSP), but are unsure whether or not RRSPs are worth the hassle? An RRSP account can be extrem

By Christopher Liew, CFA, CFP®
cpp-oasJanuary 23, 2023

CPP Clawback: How Does it Work? (2026)

If you are carefully planning your income for retirement to avoid missing out on government benefits, you will want to know what clawbacks exist. Canada Pension

By Christopher Liew, CFA, CFP®
20 Best Retirement Jobs From Home In Canada (2026)
make-moneyAugust 19, 2022

20 Best Retirement Jobs From Home In Canada (2026)

Most Canadians retire between the ages of 64 and 65. While some prefer to take advantage of some much-deserved relaxation and time off work, others prefer to st

By Christopher Liew, CFA, CFP®
How To Retire In Canada From The USA: 3 Simple Steps
retireJuly 22, 2022

How To Retire In Canada From The USA: 3 Simple Steps

Because the countries are similar, many Americans think retiring to Canada will be easy. However, that isn’t the case. Canada doesn’t have a separate retirement

By Christopher Liew, CFA, CFP®
Life Income Funds in Canada Explained: 14 Best LIF Dealers (2026)
etfJune 24, 2022

Life Income Funds in Canada Explained: 14 Best LIF Dealers (2026)

If you’ve ever left your place of employment in the past for whatever reason, it is possible that you opted to take out your pension in the form of a Locked-in

By Christopher Liew, CFA, CFP®
4 Best Target-Date Funds in Canada 2026: Meet Your Retirement Goals
investJune 13, 2022

4 Best Target-Date Funds in Canada 2026: Meet Your Retirement Goals

If you are working with an advisor, they should frequently review your portfolio to make sure that it’s on track to meet your goals. Another thing that your adv

By Christopher Liew, CFA, CFP®
Retirement Plans in Canada: 8 Fantastic Options
retireJune 3, 2022

Retirement Plans in Canada: 8 Fantastic Options

We have excellent retirement plans in Canada. Yet, Despite our strength in retirement planning, the pandemic has significantly impacted 23% of Canadians’ timeli

By Christopher Liew, CFA, CFP®
How to Retire in California from Canada: Do These 4 Steps
retireMay 31, 2022

How to Retire in California from Canada: Do These 4 Steps

Spending your retirement years in California seems like a no-brainer. The weather’s lovely, there’s plenty of recreational and cultural activities, plus, its to

By Christopher Liew, CFA, CFP®
How is CPP Calculated in Canada? A 4-Step Process (2026)
cpp-oasMay 24, 2022

How is CPP Calculated in Canada? A 4-Step Process (2026)

If you’ve ever wondered how CPP is calculated in Canada, you’re among those who are proactively planning for a comfortable retirement. In 2018, A staggering 90%

By Christopher Liew, CFA, CFP®
Lump-Sum Pension Payout In Canada 2026: Should You Take It?
manage-moneyFebruary 10, 2022

Lump-Sum Pension Payout In Canada 2026: Should You Take It?

If you’re close to retirement, you might find yourself wondering about your pension plan. Here's a dilemma you might be facing: Should you go for the monthly pa

By Christopher Liew, CFA, CFP®

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