Financial Planning

How to make better financial decisions—without regret—in a crisis

What is a decision crisis? How do you know if you’re in one, and what do you do next?...

Ask a Planner

When does the “plus 1” rule apply to a principal residence? 

There are tax implications to inheriting a second property. But in certain circumstances, you can have two principal residences...

Ask MoneySense

Where should you invest an extra $50,000 in your 60s?

Created by

FPAC

Taxes

The final tax return after death: How it gets done in Canada

Presented By

Scotiabank

Ask a Planner

Estate planning and trusts for a beneficiary with a disability

When seeking advice that may involve multiple disciplines, including estate planning for a beneficiary with a disability, what type...

Ask a Planner

Is now the time for a long-term investor to abandon stocks?

It’s been a difficult year for stock investors. Should you move into GICs or mortgage funds to invest for...

Ask a Planner

Can an estate contribute to an RESP account?

Here’s what you need to know before deciding to leave money in trust for an RESP account after your...

Ask MoneySense

Is it better to list a beneficiary on registered investments or have the account go to the estate?

When is it better to have beneficiaries listed on investment accounts versus leaving everything to the estate?

Ask a Planner

Tools and habits to stay on track with your money goals

Goal tracking is an important part of proactive financial planning. Here are some tools and habits to try to...