April 22, 2026

The Past Week’s Favourite Reads — October 30 – November 5, 2023

Why more seniors are opting to stay put rather than downsize their homes – Globe and Mail, November 1, 2023
https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-why-more-seniors-are-opting-to-stay-put-than-downsize-their-homes/
“Why more seniors are opting to stay put rather than downsize their homes – Today we have been reading the Globe’s piece by Deanne Gage “Why more seniors are opting to stay put rather than downsize their homes”. Meta is preventing us from posting direct links to articles in Canadian media on Facebook. The link here works.

OAS entitlement and deferral rules for immigrants to Canada – MoneySense.ca, October 30, 2023
https://www.moneysense.ca/columns/ask-a-planner/oas-entitlement-and-deferral-rules-for-immigrants-to-canada/
Jason Heath addresses the collecting of OAS by folks who emigrated to Canada well into their adult lives, and how delaying the start of payments can change how much they receive.

How to plan for retirement for Canadians: A review of Four Steps to a Worry-Free Retirement course – moneysense.ca, October 25, 2023
https://www.moneysense.ca/columns/retired-money/how-to-plan-for-retirement-for-canadians/
Jonathan Chevreau treviews the multimedia online course entitled “4 Steps to a Worry-Free Retirement” created by Kyle Prevost. There is a charge to take the course.

Seven year-end tax planning ideas for retirees – Globe and Mail, October 26, 2023
https://www.theglobeandmail.com/investing/personal-finance/taxes/article-year-end-tax-planning-ideas-for-retirees/
“Seven year-end tax planning ideas for retirees” – Today we have been reading the Globe’s piece by Tim Cestnick “Seven year-end tax planning ideas for retirees” Facebook is preventing us from posting direct links to articles in Canadian media. The link here works.

“My Favourite 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.