February 08, 2016
The math is simple. Tax timing based on your financial situation and discipline will help you decide whether to save your money in a TFSA or an RRSP.
February 03, 2016
RRIF minimum withdrawal rates were lowered last year. If you withdrew more than required, you have till the end of February to put it back and claim a tax deduction.
January 29, 2016
One of the most important things you need to determine when saving for retirement is how much money you will need to live on when you retire.
January 22, 2016
What happens when you’re ready to start spending your retirement savings? Here’s an overview of your income options.
January 06, 2016
The government has rolled the TFSA annual contribution limit back to $5,500 for 2016. But you can still contribute up to $10,000 for 2015.
August 28, 2015
Jittery world markets and a troubled economy can make for nervous investors. Maybe it’s time to touch base with your financial advisor to talk about your own savings and investments.
June 10, 2015
More than half of Canadians 50 and older report that their retirement plan has been upset by an unforeseen event. Often, it’s a health matter.
March 18, 2015
Defined benefit, defined contribution, group registered retirement savings plan — the list goes on. Here’s what you need to know.
March 04, 2015
The 2015 Sun Life Canadian Unretirement Index found examples of improving sentiment among our respondents. These three may surprise you.
February 18, 2015
How confident are you that your money will last in retirement? According to the 2015 Sun Life Financial Canadian Unretirement Index, that depends on whether you’re still working.