Julie Cazzin

3 weeks ago | nipawinjournal.com | Julie Cazzin

FP Answers: It can be split between RRSP, RESP and TFSA contributions, and don't forget that high-interest consumer debt Q. I am 44 years old and have recently received a payout from a critical illness insurance policy. I now have a lump sum, tax-free, amount of $300,000 and have to figure out how to invest it. I earn $80,000 annually and my husband Richard earns $95,000. So far, I can still work and do not have any major medical expenses.

3 weeks ago | financialpost.com | Julie Cazzin |Janet M. Gray

Skip to ContentAdvertisement 1FP Answers: It can be split between RRSP, RESP and TFSA contributions, and don’t forget that high-interest consumer debtArticle contentQ. I am 44 years old and have recently received a payout from a critical illness insurance policy. I now have a lump sum, tax-free, amount of $300,000 and have to figure out how to invest it. I earn $80,000 annually and my husband Richard earns $95,000. So far, I can still work and do not have any major medical expenses.

3 weeks ago | ca.finance.yahoo.com | Julie Cazzin |Janet M. Gray

Q. I am 44 years old and have recently received a payout from a critical illness insurance policy. I now have a lump sum, tax-free, amount of $300,000 and have to figure out how to invest it. I earn $80,000 annually and my husband Richard earns $95,000. So far, I can still work and do not have any major medical expenses.

4 weeks ago | financialpost.com | Julie Cazzin |Christina Varga |John De Goey

FP Answers: When determining returns, include fees paid on investments along with adviser fees. Find out moreArticle contentQ. My plan is to retire at age 60. I am now 55. All my assets are in registered retirement savings plans (RRSPs), two-thirds of it in a fully managed account with a major brokerage. I find the returns quite mediocre, but according to my adviser they are excellent.

1 month ago | financialpost.com | Julie Cazzin |Andrew P. Dobson

Skip to ContentAdvertisement 1FP Answers: Near the end of her life, a grandmother would like to give $60,000 to her grandkidsArticle contentQ. My spouse is near the end of her life and she has approximately $60,000 she wants to transfer to her son to be used for her two grandchildren’s education. I suggested she could transfer the amount to her son’s registered retirement savings plan (RRSP) while living without triggering any tax implications. He has the contribution room available.