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Tools and habits to stay on track with your money goals

Goal tracking is an important part of proactive financial planning. Here are some tools and habits to try to...

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Should RRIF withdrawals be based on the younger spouse’s age?

Is there an advantage to using a younger spouse’s age to calculate minimum RRIF withdrawals? Find out.

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Financial gifts: What you need to know before giving money or investments

Whether you're giving to a family member or a cause you believe in, these considerations will help ensure your...

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Can you avoid probate taxes on TFSAs?

Find out how to shield TFSAs from probate taxes, when no beneficiary or successor has been named for the...

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Is an RRSP loan a good idea?

Depending on which tax bracket you’re in and whether you have other debt, you might be better off simply...

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How to set financial goals that are realistic and achievable

Goal setting is an important financial strategy, but the key is to set goals that are realistic, relevant and...

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“My financial advisor overcontributed to my TFSA—now what?”

Overcontributing to a TFSA can be costly, especially if it goes unnoticed. What can you do if the error...

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Can I put mutual fund fees back in my account?

Investing fees (MER, TER, trailing) are always hard to swallow, but what if there was a way to manage...

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National Bank of Canada