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A bird flying in the sunset to symbolize the 60/40 balance portfolio as a pheonix rising again.

Retired Money

The 60/40 portfolio: A phoenix or a dud for retirees?

Retired or near retirement and rethinking the classic balanced asset allocation? Here’s the debate—that’s not really a debate—on the...

The 60/40 portfolio: A phoenix or a dud for retirees?
A black and white dartboard struck with a yellow dart illustrates the importance of setting financial goals

Ask MoneySense

How to set financial goals that are realistic and achievable

Goal setting is an important financial strategy, but the key is to set goals that are realistic, relevant and...

How to set financial goals that are realistic and achievable
A woman stares at her cell phone in disbelief after learning that she has overcontributed to her TFSA

Ask a Planner

“My financial advisor overcontributed to my TFSA—now what?”

Overcontributing to a TFSA can be costly, especially if it goes unnoticed. What can you do if the error...

“My financial advisor overcontributed to my TFSA—now what?”
A female Canadian investor is on the phone, talking with her advisor to find out if she can put mutual fund fees back into her account.

Ask a Planner

Can I put mutual fund fees back in my account?

Investing fees (MER, TER, trailing) are always hard to swallow, but what if there was a way to manage...

Can I put mutual fund fees back in my account?

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A close up image of a semiconductor, which may have been made by TSMC

Investing

Making sense of the markets this week: October 16

The Taiwanese company that could bring the world to its knees, positive U.S. earnings news, Canadian vs U.S. markets,...

Making sense of the markets this week: October 16
Michele Romanow is smiling at the camera in a blue suit.

My MoneySense

Dragons’ Den tech titan Michele Romanow on taking risks, betting on yourself

Michele Romanow is a serial entrepreneur and CEO of e-commerce investor Clearco. Read her thoughts on all things money.

Dragons’ Den tech titan Michele Romanow on taking risks, betting on yourself
A can of Monster Energy drink coming out of darkness to symbolize its stealth growht

Investing

Making sense of the markets this week: October 9

Welcomed negative economic signals, earnings reports for jeans and beer, best performing stocks of the last 20 years, and...

Making sense of the markets this week: October 9
A middle-aged man drinks coffee in a cafe

Ask MoneySense

“Why do I need a financial plan?”

“Why do I need a financial plan?”

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A man reviews paperwork from his corporation while standing near his office window

Ask a Planner

When should you withdraw money from your corporation to invest?

Is taking money out of a corporation to invest in RRSPs, TFSAs and real estate a good decision? What...

When should you withdraw money from your corporation to invest?

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