On the street, a well-dressed woman reviews for finances using an app on her phone

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Tools and habits to stay on track with your money goals

Goal tracking is an important part of proactive financial...

Tools and habits to stay on track with your money goals

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How spouses with joint accounts should claim capital losses

A couple with a pair of joint accounts wants...

How spouses with joint accounts should claim capital losses
A couple sit together on a bench, discussing how to withdraw from savings with tax efficiency.

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Tax-efficient retirement strategy options for Canadians

A Canadian couple wonders about winding down their taxable...

Tax-efficient retirement strategy options for Canadians
A toddler plays with a doll house to symbolize owning a home, after inheriting it from the grandparents.

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Can I leave a house to minor children?

When preparing your estate plan, does it make sense...

Can I leave a house to minor children?

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A senior-age couple in party clothes celebrate a birthday

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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...

Should RRIF withdrawals be based on the younger spouse’s age?
A person stands at the summit of a mountain, looking down at the clouds

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Does TINA still apply for the stock market? Are GICs and bonds a new option for Canadian investors?

Here’s why it’s still true that there’s no alternative...

Does TINA still apply for the stock market? Are GICs and bonds a new option for Canadian investors?
A middle-aged couple enjoy downtime in the park home they plan to sell in the U.S.

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What are the tax implications of selling U.S. real estate?

Mary and Vic are selling a property in the...

What are the tax implications of selling U.S. real estate?

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What Canadians living in the U.S. need to know about TFSAs

TFSAs are not "tax-free" in the eyes of the...

What Canadians living in the U.S. need to know about TFSAs

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How to use ETFs in your child’s RESP

Asset allocation ETFs can provide one-stop shopping for RESPs.

How to use ETFs in your child’s RESP

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