What you need to know about CPP, OAS and tax planning if you want to work past 65 – Financial Post, June 30, 2025
https://financialpost.com/personal-finance/what-to-know-about-cpp-oas-taxes-work-past-65
Jason Heath warns “Whether through necessity or the love of the job, you might want to keep working past 65. Watch out for these financial snags.”
Retired bank manager uses ‘blazingly simple’ dividend strategy to generate strong TFSA returns – Globe and Mail, July 14, 2025
https://www.theglobeandmail.com/investing/investment-ideas/article-canadian-dividend-strategy-generate-strong-tfsa-returns/
Larry McDonald examines one woman’s successful use of a very specific dividend paying portfolio, the Canadian Essentials Portfolio (CEP), to build up a significant amount of money in her TFSA. “The stocks in the CEP are mostly from large companies that pay sizable dividends. And the dividends tend to be raised regularly, which often is a sign of a well-run company.”
For some lucky Canadians, their pensions and retirement outlooks have never been better – Financial Post, July 9, 2025
https://financialpost.com/personal-finance/lucky-canadians-pensions-and-retirement-outlooks-never-been-better
Gigi Suhanic reports on how “The solvency ratio for defined-benefit pension plans rose to a record level of 126% at the end of June”
A rising number of Canadians are millionaires. So why don’t they feel rich? – Globe and Mail, July 7, 2025
https://www.theglobeandmail.com/investing/personal-finance/retirement/article-canadians-millionaires-feeling-rich-retirement-planning/
Meera Raman considers how “A rising number of people technically qualify as millionaires, but don’t feel, or function, like it.”
The real story behind pension plan membership in Canada? The gulf between public and private sectors – Globe and Mail, July 8, 2025
https://www.theglobeandmail.com/investing/personal-finance/retirement/article-the-real-story-behind-pension-plan-membership-in-canada-the-gulf/
Frederick Vettese dissects a recent StatsCan report which “painted a positive picture of Canadian pension plans”. He discusses how “in reality there is a vast gulf between public and private sectors.”
“My Weekly Reads” are articles I have read throughout the week because they were of interest to me … for good, or for bad reasons. 🙂 Sharing them does not mean that I endorse them unless I explicitly state that. If concepts contained in the financial articles I share are of interest to you please remember that is always a good idea to ask your financial adviser’s advice when considering making changes to your financial portfolio or changing your spending habits.
