Financial Planning Advice

Friction at the point of sale used to give us pause to reconsider our purchases. Today's retail systems are...

Why two people at the same life stage can be years apart financially, and how timing, housing, immigration and...

A reader just wants an assessment of her and her husband’s finances. Turns out that’s the cornerstone of financial...

Why do we know we're overpaying and still do nothing about it? A personal look at loyalty, inertia, and...

The biggest financial barrier for newcomers isn't always knowledge, but understanding how familiar words take on new meanings...

Financial principles can be timeless, but the tactics behind them often aren't. Here's why some money advice deserves a...

Building wealth as a couple takes more than smart investing. Here's why open communication about money is essential...

Nobody moves to Canada excited about price matching. When my family immigrated in 2019, I expected to spend countless...

Putting an inheritance into a joint account may seem simple, but tax and attribution rules can affect who reports...