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Taxes

Making smarter asset location decisions

Setting up a portfolio with proper asset allocation is easy. The hard part is maintaining the right balance when...

Making smarter asset location decisions

Financial Planning

Why I’m not opening a joint bank account with my husband-to-be

We've chosen not to go the route of 64% of couples.

Why I’m not opening a joint bank account with my husband-to-be

Columns

Finding the perfect pair for tax loss selling

Use this list of Canadian ETF pairs to harvest capital losses and reduce your tax bill.

Finding the perfect pair for tax loss selling

Debt

How to rid yourself of debt for a better night’s sleep

You can live with the fear forever, or you can decide to face it and do something about it.

How to rid yourself of debt for a better night’s sleep

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Pensions

Defined-benefit plans are great: We already knew that

However attractive defined-benefit pension plans are for employees, many employers just don't want to bear the burden any longer.

Defined-benefit plans are great: We already knew that

Budgeting

The spending journal challenge

Mental math is the best way to remain delusional about your finances. Write it down instead.

The spending journal challenge

Columns

Tax loss selling with Canadian ETFs

There's a potential tax advantage that few ETF investors employ.

Tax loss selling with Canadian ETFs

Mutual Funds

Mutual fund portfolios built around iShares ETFs

BlackRock has launched a series of mutual fund portfolios built with iShares ETFs.

Mutual fund portfolios built around iShares ETFs

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Coming soon to city near you

One of the most enjoyable parts of blogging is having the opportunity to meet my readers face-to-face. I'd like...

Coming soon to city near you

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