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Reality-testing your financial plan

John's advisor seems impressive, but he's left out an...

Reality-testing your financial plan
car owner looking under hood at engine

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How can a Hyundai owner prove maintenance was performed on schedule?

Without records of his DIY oil changes, NJ worries...

How can a Hyundai owner prove maintenance was performed on schedule?
senior couple shovelling snow outside their home

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Is probate an inevitable cost for a surviving spouse?

Sandra and her husband have lived in their principal...

Is probate an inevitable cost for a surviving spouse?

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“Why do I need a financial plan?”

A financial plan helps you consider—and revisit as needed—important...

“Why do I need a financial plan?”

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“How do I become a money coach in Canada?”

Although regulatory requirements in most provinces permit you to...

“How do I become a money coach in Canada?”

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Managing tax in a “tenancy in common” situation

Claudia wants to minimize the tax payable when selling...

Managing tax in a “tenancy in common” situation

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“Should we refinance our mortgage?”

Rates are significantly lower than Jill and Bob have...

“Should we refinance our mortgage?”

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Financial literacy for seniors

If one spouse makes most or all the financial...

Financial literacy for seniors

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Unconventional ways of investing in a family RESP

Surprise: a lump-sum contribution is likely to result in...

Unconventional ways of investing in a family RESP

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