Special to MoneySense

When your investment partners don’t play by the CRA’s rules

Online only, 12/09/2019 / Comments (0)

Marcus and some friends turned a profit on their investment property. Trouble is, two of them plan to keep the income a secret from the Canada Revenue Agency. How can Marcus protect himself?

How are jointly held investment accounts taxed?

Online only, 10/09/2019 / Comments (0)

Joint ownership makes access to the investments easier by a surviving spouse, but requires diligent record-keeping while you’re both alive.

Should you add your grandkids as joint tenants on stocks?

Online only, 29/08/2019 / Comments (0)

Avoiding probate is one advantage.

How to leave money to an adult child with no investing know-how

Online only, 14/08/2019 / Comments (0)

Dee wants to ensure that her son receives a regular monthly income, while protecting the lump sum of his inheritance. What are the options?

When are credit-card rewards worth paying an annual fee?

Online only, 01/08/2019 / Comments (0)

We crunched the numbers to help one couple decide whether to switch from their current no-fee card.

Camp like a rock star

Online only, 24/07/2019 / Comments (0)

Try a sports or music adult camp—the splurge is well worth the money

Do teenagers need to file a tax return if they work part-time?

Online only, 19/07/2019 / Comments (0)

Like many milestones, this one can be used as a “teachable moment” for kids and parents.

How safe is it to keep more than $100,000 in one savings account?

Online only, 12/07/2019 / Comments (0)

Marcus and Rina have socked away $120,000 for a down payment in a single savings account at a small credit union. Should they be worried?

How to calculate capital gains on the sale of an income property

Online only, 12/07/2019 / Comments (0)

If you’ve used your home as both a primary residence and a rental property, the calculation is a bit tricky. Here’s what to know.

How to spend 48 hours in Seattle—and keep it affordable

Online only, 21/06/2019 / Comments (0)

Even with the fluctuating value of our dollar, it’s easy to find deals on attractions, meals and more on your trip across the border.

Tax-reduction strategies don’t need to be complicated to work

Online only, 20/06/2019 / Comments (0)

Lou, 39, is curious about flow-through shares and other tax-enhanced investment options.

What’s your investing “why?”

Online only, 06/06/2019 / Comments (0)

Instead of focusing on target returns, start with what you want the money to do for you and your family.

10 signs it’s time to look for a new job

Online only, 29/05/2019 / Comments (0)

Constantly complaining about office drama may be a signal to move on.

Beyond financial planning: How to achieve the lifestyle you want

Online only, 24/05/2019 / Comments (0)

Newly mortgage-free, Mara is looking to invest $26,000 annually. But does that mean putting off life goals she could be enjoying today?

Using a HELOC as an investment strategy: not as taboo as you might think

Online only, 10/05/2019 / Comments (0)

Should Martha leverage the equity in her home to invest in dividend-paying investments—and what are the tax repercussions?