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NEWSPRINT

How to get year-end TFSA information from the CRA

It’s available, but forget about calling Still looking to contribute to a Tax-Free Savings Account before the end of the year? If you’re not sure how much contribution room you have available for this year, you’ll have to do some digging. Unlike RRSP contribution...

NEWSPRINT

They’ve handled one surprise. Could they handle another?

Robyn Thompson is regularly featured in The Toronto Star’s “Money Makeover” series by Deanne Gage. Money Makeover takes a look at Zachary and Diana, both 50; and five years ago, Diana was diagnosed with multiple sclerosis. The couple worries about their future once...

NEWSPRINT

It’s a matter of priorities

Robyn Thompson is regularly featured in The Toronto Star’s “Money Makeover” series by Deanne Gage. Money Makeover takes a look at how Mike and Constance can juggle their dreams for a home, a family and the...

NEWSPRINT

Can Brian swing into retirement?

Robyn Thompson is regularly featured in The Toronto Star’s “Money Makeover” series by Deanne Gage. Money Makeover takes a look at Brian who is in his mid-50s and has lost his job. He has a lot of assets and wonders if he can...

NEWSPRINT

She’s 70, ready to retire and needs help avoiding tax

Robyn Thompson is regularly featured in The Toronto Star’s “Money Makeover” series by Deanne Gage. In this recent post, Robyn recommends that a high-income 70-year-old retiree curt the risk in her investment portfolio and realign her income stream to make it more...

NEWSPRINT

Divorced, semi-retired, can she stay in her home?

Robyn Thompson is regularly featured in The Toronto Star’s “Money Makeover” series by Deanne Gage. In this recent post, Robyn recommends a plan for a 57-year-old divorced woman who lost her job and is afraid of losing her house, which still carries a large...

NEWSPRINT

More diversification is not always better

Robyn Thompson is regularly featured in The Toronto Star’s “Money Makeover” series by Deanne Gage. In this recent post, Robyn helps a couple in their mid-fifties who have amassed $1.3 million in investments, but still need to pay off a loan and clean up and...

NEWSPRINT

Maximize government pension benefits

Robyn Thompson is regularly featured in The Toronto Star’s “Monday Makeover” series by Deanne Gage. In this recent post, Robyn helps a cash-strapped couple maximize government benefits they’ve forgotten...

NEWSPRINT

How to tell if your portfolio is really performing

Make sure you’re using the right investment benchmark If you have an investment portfolio, you’ve probably seen statements from your advisor or broker showing how your portfolio has performed over the past month, quarter, and year. I’ve frequently been asked why...

NEWSPRINT

4-step makeover for the financial frumps and frizzies

Does your financial plan look a lot like Cinderella before she met her fairy godmother. Frumpy, frizzy, washed out, washed up, and dressed in rags. If that about sums it up, you just might need a financial makeover. So while you’re getting set for the glitz and...

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