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Financial Planning

tax planning

Taxes

3-D rule for year-end tax planning

Deduct, defer and divide

3-D rule for year-end tax planning

TFSAs

Why your TFSA needs a successor holder

Designate one to save your spouse from complications

Why your TFSA needs a successor holder
asset allocation stocks

Investing

Do you need more stocks?

How to figure out if this era of ultra-low interest rates means you should lighten up on bonds

Do you need more stocks?
avoid probate

Financial Planning

Help your parents avoid probate

Should you buy your parent's home to dodge probate?

Help your parents avoid probate

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dream career

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How I paid off $40,000 of debt

And found my dream career. There's more to life than bills and debt

How I paid off $40,000 of debt

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Money Fit calendar: December

Get smart about charitable giving and tax loss selling

Money Fit calendar: December
return assumptions

Investing

It’s time to reset your return assumptions

Historical returns are no longer a good gauge of how a portfolio could perform over time

It’s time to reset your return assumptions
estate planning

Financial Planning

How can I leave my dog to my daughter when I die?

Consider creating a trust and specifying who gets the money

How can I leave my dog to my daughter when I die?

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Meet an Approved Advisor: Jacqueline Skinner

She's from Midland, Ont. and specializes in divorce planning

Meet an Approved Advisor: Jacqueline Skinner

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