Retirement Planning

Woman in black shirt sitting at table reviewing financial documents with pen in hand
5 elements of a successful business exit plan
Are you thinking of stepping away from your business or enterprise? You're not alone. More than 69% of business owners are planning their exit sometime in the next 10 years. Here are some exit stats and five things to consider when closing or selling your company.
Canadian snowbirds tax implications
Tax considerations for Canadian snowbirds
(authored by RSM CANADA) Canadian residents travelling to the United States for extended stays should carefully plan travel to avoid unintended Canadian and U.S. income tax consequences.
Understanding the CPP Post-Retirement Benefit
Changes to the Canada Pension Plan (CPP) and Old Age Security (OAS) programs have increased the flexibility of those programs and, in particular, have given individuals a greater range of choices with respect to, especially, the timing of their receipt of CPP and OAS.  The downside of that increased flexibility has been to make the...
Changes ahead for the Canada Pension Plan?
Are Canadians adequately prepared for retirement? The focus is more on the question of whether our current system is such that younger Canadians can expect to have some degree of financial security in retirement. This group will be heartened by a recent announcement from the federal Department of Finance, indicating that the federal government and...