Stuart Kirk

The pension income tax credit: are you getting it?

For those over the age of 65, this can be a very real concern

Protection and tax-free retirement income

Do you have enough socked away to maintain your standard of living?

Beware the Ides of Debt: good debt versus bad debt

Now might be a fantastic opportunity to review your debt status and make sure you are not caught with your proverbial pants down.

A strategy about transferring wealth – without a lot of tax

Wealth transfer strategy can help if you have enough accumulated to want to pass it on

A few simple steps can preserve your estate

You may have a tax time bomb ticking and not even know it's there

What happens to my RRSP at age 71?

Confusion about financial requirements as we age is widespread

Reasons why we fail to plan for the future

Failing to plan for the future has many reasons, but also many outcomes - mostly bad

Remember just how good you have it

Becoming a Canadian citizen was one of the highlights of my life

CPP changes from 2009 are coming next year

Changes won't impact those already receiving pension plan benefits

Top 10 estate planning tips to drive your family crazy

From an estate planning point of view there are a number of ways to drive your family nuts.

Life insurance policies as a way to leave cash

It's always important to think about your loved ones

Giving yourself permission to spend

Life is too short to put off those things you've always wanted to do.

The cost of downsizing your home

Here's a way to extract some equity without any income verification

Options on how to generate income for life

You may think you've set yourself up, but with low interest rates, that could prove in error

Protect the value of your estate

Protecting the value of your estate is critical if you want to make sure that you leave sufficient cash for your heirs.

What happens when George finally retires?

Meet George, he is 59, married to Fiona, and will be retiring at 60 and has no retirement plan. This situation is more common than you may think.

Fund your charity, not the tax man

Where it counts

Unlocking some of your locked in money

I continue to get many questions on how to unlock locked-in money.

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