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Allan Norman on Muck Rack

Allan Norman

Barrie
As seen in: MoneySense, Yahoo Canada, Yahoo Finance Canada, Financial Post, Maclean's, Ottawa Citizen, Vancouver Sun, Regina Leader-Post, Winnipeg Sun, Canadian Business, Fort McMurray Today and
M.Sc., CFP®, CIM | MoneySense & Financial Post Scenario-based financial planning for active Canadians in or near retirement.
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Articles

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By Julie Cazzin Verified, Allan Norman
| Financial Post Verified
Skip to Content FP Answers: Check if the mortgage rate is higher than expected investment returns, and decide whether to buy a bigger home Paying off your mortgage or using it to help you purchase a new home is a sensible move, expert says. We independently select everything we recommend. Buying through us may earn us a commission, which supports our work. Q. I have a question about my upcoming early inheritance. My parents, who are in their 80s, are gifting me $500,000.
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The ripple effect of RRIF withdrawals

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By Allan Norman
| MoneySense Verified
Ask a Planner You may be surprised how much RRIF income increases your tax bill after age 71. Here are some ways to control the damage. Photo by Magnific My first RRIF withdrawal pushed up my taxes more than I expected and I’ve now been hit with quarterly instalment payments from the Canada Revenue Agency (CRA). I’m still working past age 71, like a lot of people these days, either by choice or necessity, on top of the mandatory withdrawal.
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We’re not wealthy. What can a financial planner do for us?

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By Allan Norman
| MoneySense Verified
Ask a Planner A reader just wants an assessment of her and her husband’s finances. Turns out that’s the cornerstone of financial planning. Photo by DC Studio on Magnific Ask MoneySense I have an unusual—but perhaps more common than I know—question and I hope that someone could kindly point me in the right direction. Is there a type of planner that could provide me with a “state of the nation” overview of our finances (husband and me) and lay out the best course of action moving forward?
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