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With $4.4-million, how should Omar and Tanya withdraw funds in retirement to pay less tax?

With $4.4-million, how should Omar and Tanya withdraw funds in retirement to pay less tax?

By Ian Calvert on July 29th, 2025

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With $2.4-million and a portfolio of bank stocks, what should Jeremy, 71, do for an easy retirement?

With $2.4-million and a portfolio of bank stocks, what should Jeremy, 71, do for an easy retirement?

By Ian Calvert on June 23rd, 2025

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Liberals are pushing ahead with a tax cut on some new homes. Here’s everything you need to know

Liberals are pushing ahead with a tax cut on some new homes. Here’s everything you need to know

By Ian Calvert on June 3rd, 2025

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This retired engineer’s emergency fund blossomed inside his TFSA thanks to a dividend ETF

This retired engineer’s emergency fund blossomed inside his TFSA thanks to a dividend ETF

By Ian Calvert on May 21st, 2025

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With many ‘little cash pots,’ how should Arden, 65, and Trent, 59, set up for retirement in a few years?

With many ‘little cash pots,’ how should Arden, 65, and Trent, 59, set up for retirement in a few years?

By Ian Calvert on April 25th, 2025

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Can Larry, 53, afford to retire from his government job next year?

Can Larry, 53, afford to retire from his government job next year?

By Ian Calvert on January 31st, 2025

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How should Kathy, 60, diversify her portfolio after recently retiring?

How should Kathy, 60, diversify her portfolio after recently retiring?

By Ian Calvert on January 8th, 2025

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Nearly a million Canadians have an FHSA. Here’s how you can get the most out of yours for that first down payment

By Ian Calvert on January 2nd, 2025

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Is your mortgage coming due in 2025? Here’s how you can prepare for renewal shock

By Ian Calvert on December 12th, 2024

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Use this win-win TFSA strategy before Jan. 1 to maximize earnings and grow contribution headroom

By Ian Calvert on December 4th, 2024

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