Short Takes: Malcolm Hamilton on Retirement, EI Premium Recovery Risks, and more

Rob Carrick interviews Malcolm Hamilton about retirement issues and his own retirement. Hamilton is a very smart guy and it’s worth reading what he has to say.

The Blunt Bean Counter explains a hidden risk of trying to recover EI premiums your business has paid for employees who are family members.

Canadian Couch Potato interviews Scott Burns about the history of index investing.

Preet Banerjee says that “sometimes investors answer [risk profile questionnaires] as if they were taking a test. They try to select the answers they think a successful investor would select as opposed to what they really feel.” This sounds like a formula for sleepless nights and losing money.

Boomer and Echo think that if you want to have a “frugal month” free of spending, you have to be realistic about the fact that certain expenses are unavoidable, like food.

My Own Advisor gives step-by-step instructions for closing your DRIPs and taking your stocks to a discount brokerage.

Million Dollar Journey explains the changing dividend gross-up amount.

Big Cajun Man explains how he checks to be sure that he hasn’t forgotten anything before filing his income tax return.