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Financial Planning

Financial Planning

“We paid off our mortgage early. What now?”

It's important to make a plan for your new, excess cash flow—bumping up retirement savings and emergency funds are...

“We paid off our mortgage early. What now?”

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The power of a last will and testament: How your final wishes can make an impact

You can use bequests—possessions, sums of money and percentages of your estate—in creative ways to make a difference to...

The power of a last will and testament: How your final wishes can make an impact

Ask MoneySense

Winding down self-employment and planning for retirement

At 60, Deborah is looking to work less and spend more time by the water, where she's happiest. But...

Winding down self-employment and planning for retirement
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Investing

Making sense of the markets this week: August 16

Tax hike in Canada to pay for the pandemic; who's not investing in Facebook; restaurants recovering from the shutdown;...

Making sense of the markets this week: August 16

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Is a reverse mortgage right for you?

Drawing on the equity in your home, a reverse mortgage is like a loan to yourself—and one you won’t...

Is a reverse mortgage right for you?
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How to pandemic-proof your paycheque

With the threat of unemployment, a slacking economy, and perhaps another COVID-19 wave, it's time to create pandemic financial...

How to pandemic-proof your paycheque

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The best ways to help kids financially

You don’t have to be rich to give children a good start in life. Here are six strategies to...

The best ways to help kids financially

Budgeting

How to handle your finances when CERB ends

With job prospects still uncertain for many Canadians, these financial strategies can help you continue to cover the bills...

How to handle your finances when CERB ends

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Retired Money

Is the 4% Rule obsolete?

The idea that retirees can safely withdraw 4% per year from their portfolio without running out of money has...

Is the 4% Rule obsolete?

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