Reality-testing your financial plan
John's advisor seems impressive, but he's left out an...
How can a Hyundai owner prove maintenance was performed on schedule?
Without records of his DIY oil changes, NJ worries...
Is probate an inevitable cost for a surviving spouse?
Sandra and her husband have lived in their principal...
“Why do I need a financial plan?”
A financial plan helps you consider—and revisit as needed—important...
Advertisement
“How do I become a money coach in Canada?”
Although regulatory requirements in most provinces permit you to...
Managing tax in a “tenancy in common” situation
Claudia wants to minimize the tax payable when selling...
“Should we refinance our mortgage?”
Rates are significantly lower than Jill and Bob have...
Advertisement
Unconventional ways of investing in a family RESP
Surprise: a lump-sum contribution is likely to result in...