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Financial Planning

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Ask a Planner

How to bridge the gap until an inheritance

A MoneySense reader has limited retirement income, a paid-off condo, and anticipates a substantial inheritance from her mother. How...

How to bridge the gap until an inheritance

Financial Planning

3 signs you need to take control of your parents’ finances

A time will likely come when you have to care for your elderly relatives' money matters. Here are some...

3 signs you need to take control of your parents’ finances
A woman using the MoneySense Finder tool at her work-from-home desk

ETFs

Buying ETFs in Canada Tool: The MoneySense ETF Screener

Which ETFs should you invest in? Which ones best suit your risk tolerance? What about personal ethics? Check out...

Buying ETFs in Canada Tool: The MoneySense ETF Screener
Senior couple at a computer with papers

Investing

Individual vs. joint investment accounts: What every couple should know

Non-registered accounts held individually can lead to frozen funds and probate fees. Learn how joint accounts can protect your...

Individual vs. joint investment accounts: What every couple should know

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Financial literacy

The best free personal finance and investing courses in Canada

Canadians have more options than ever to learn about personal finance. Here are the best free courses available—online or...

The best free personal finance and investing courses in Canada

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What to do when you get laid off

If you receive a severance package, you’ll have choices to make around your finances. Here’s how to make the...

What to do when you get laid off
Man and woman sitting at a desk reviewing documents

Financial Planning

Having a financial plan more than doubles your retirement confidence—here’s why so many Canadians are skipping it

Cost, complexity, and confusion about what financial planning involves prevent Canadians from taking action, but 93% of those who...

Having a financial plan more than doubles your retirement confidence—here’s why so many Canadians are skipping it
A senior-age woman looks at her tablet on a park bench.

Retirement

CPP payment dates in 2025, and more to know about the Canada Pension Plan

Here’s how Canada’s retirement pension plan works, who’s eligible for CPP, when you can start receiving CPP, and CPP...

CPP payment dates in 2025, and more to know about the Canada Pension Plan

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Real Estate

The hidden value of a professional real estate appraisal

Online tools and tax assessments often miss the mark. A professional appraisal gives you a reliable, market-based property value.

The hidden value of a professional real estate appraisal

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