Retirement planning must go beyond finances – Globe and Mail, September 30, 2019
https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-retirement-planning-must-go-beyond-finances/
Audrey Carleton addresses the thought that financial planners should be helping their clients think through other aspects of their retirement beyond just the financial considerations.
The OAS clawback ceiling isn’t as firm as you thought — and here’s how you can take advantage – Financial Post, September 17, 2019
https://business.financialpost.com/personal-finance/retirement/the-oas-clawback-ceiling-isnt-as-firm-as-you-thought-and-heres-how-you-can-take-advantage
Jonathan Chevreau identifies three “secrets’ that may allow individuals to retain some of their OAS, even if they are in full clawback income range.
Canadian tax law isn’t always kind to spouses and common-law partners – Globe and Mail, October 3, 2019
https://www.theglobeandmail.com/investing/personal-finance/taxes/article-canadian-tax-law-isnt-always-kind-to-spouses-and-common-law-partners/
Tim Cesnick follows up on last week’s article and identifies some of the negative tax aspects of being married or in a common law relationship. These issues would most likely be important considerations for individuals entering into a new relationship.
How I made almost $700 on a flight delay from Venice to Toronto – National post, September 18, 2019
https://nationalpost.com/travel/how-i-made-almost-700-from-a-flight-delay
Jen Ruiz talks about how well passengers are treated in the EU when they have faced flight delay issues. We have benefited from the great traveller protection laws that exist in the EU during our own travels in Europe.
Snowbirds, here’s how to avoid a probate on U.S. Sunbelt properties – Globe and Mail, October 1, 2019
https://www.theglobeandmail.com/investing/personal-finance/taxes/article-snowbirds-heres-how-to-avoid-a-probate-on-us-sunbelt-properties/
David Altro, Matt Altro, and Avi Guttman examine the various ways to “own” property in the U.S. that limit various legal hassles when selling. A good read if you are thinking about buying down south.
