A woman who's retired leans back in her chair and doesn't have to worry about taxes

Retirement Tax Planning: Plan Your Tax to Relax

Robert Gerrie

March 25, 2026

There’s a quote from Albert Einstein that always stuck in my mind: “The hardest thing in the world to understand is income tax.” It’s because, like the stars, it is constantly changing over time. J...

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A couple are divided after their conversation about dividends

Are You Divided Over Dividends?

Faisal Karmali

March 06, 2026

Relying on dividends for retirement income sounds safe but it can create hidden risks. Learn how to build a more flexible retirement strategy.

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A man wants to hold onto his piggy bank to save more on RRSPs

Why Your RRSP Doesn't Feel Right as You Near Retirement

Robert Gerrie

February 09, 2026

You did what you were told: you saved in your RRSP. So why does retirement still feel uneasy? This blog explains the disconnect many Canadians experience as retirement gets closer.

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A senior man leaps from work to retirement

How Do You Take the Leap from Work to Retirement?

PKAG

January 07, 2026

Retirement isn’t one leap it’s a series of steps that rebuild identity, reconnect relationships, and restore purpose after leaving work. Without a clear vision, you may drift. The goal isn’t just to s...

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Parliament Hill building

2025 Federal Budget: What Retired People Need to Know

PKAG

November 07, 2025

The 2025 federal budget lowers the lowest personal tax rate and updates rules for trusts, tax credits, and housing taxes - key changes retirees should review for their retirement plans.

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Holding hands to grieve can be a good way to find yourself after losing a loved one

How to Handle Your Finances After Losing a Loved One

Jordan DeFazio

August 20, 2025

If you’ve recently lost a loved one, managing finances can feel overwhelming. Start by gathering key documents like the death certificate, will, and account statements. Notify Service Canada, banks, a...

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