Navigating retirement planning as a freelancer can be daunting, but with the right strategies, you can secure a comfortable ...

The older you get, the harder everything becomes. But by staying mentally active in retirement, you have a better shot at ...

I had forgotten about an old 401(k) after I got laid off from a job in 2015, so I asked a financial planner what I should do ...

The 529 plan must be open for at least 15 years. You cannot convert 529 contributions made within the past five years (or the earnings on those contributions). The 529 funds you roll over count toward ...

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With a defined benefit pension that pays $120,500 a year and $700,000 worth of company stock, she is concerned about having ...

It’s not a given that you won’t be able to retire on Social Security alone. A recent Gallup poll found that 23% of retirees ...

Alan, 73, is returning to the Portfolio Clinic after two years because as a result of the changes announced in Labour’s Autumn Budget, his old inheritance tax (IHT) strategy is no longer viable.

If they can, Carolyn McClanahan, a CFP at Life Planning Partners, suggests that her clients try out phased retirement where ...

Are you tired of feeling at the mercy of the tax system? It’s time to step up and master personal tax in London, Ontario!