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Financial Plan Retirement Investment Diagram Concept

What are reasonable long-term financial planning assumptions?

What inflation, investment return, and life expectancy assumptions should Canadians use for retirement planning? Here’s what financial planners recommend.

What are reasonable long-term financial planning assumptions?

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What is the Saskatchewan Pension Plan?

The Saskatchewan Pension Plan gives Canadians another way to save for retirement, with low fees, locked-in contributions, and...

What is the Saskatchewan Pension Plan?

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Should you pay your tax instalment payments?

Tax instalments can be confusing. Learn how the CRA calculates quarterly payments, when you can adjust them, and how...

Should you pay your tax instalment payments?

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Don’t neglect financial planning’s missing middle

Scenario-based planning can help you build a financial plan by testing “what ifs” and turning uncertainty into informed, realistic...

Don’t neglect financial planning’s missing middle

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5 things to check in your CRA My Account

Your CRA My Account may hold uncashed cheques, credits, and tax info you’ve missed. Here are 5 key areas...

5 things to check in your CRA My Account

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Tax write-offs that Canadians often get wrong

Tax season brings plenty of confusion—and costly mistakes. Here are some commonly misunderstood expenses Canadians often try (but fail)...

Tax write-offs that Canadians often get wrong

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How to confirm your CPP pension

CPP and QPP are cornerstones of retirement income for Canadians. How do you confirm what you are entitled to...

How to confirm your CPP pension

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When to consider extra RRIF withdrawals

Robert has been taking RRIF withdrawals beyond the minimum required amount to gift to his kids and to reinvest...

When to consider extra RRIF withdrawals

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How can I plan to die with nothing?

It’s almost impossible to do, but the mindset around spending all your savings can help you make the best of the...

How can I plan to die with nothing?