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Financial Planning

A man, sitting at home on his couch, is scrolling through his iPad calendar, to choose a date to retire.

What time of year should you retire?

When’s the best time to retire? The timing is not always up to you, but if you can choose,...

What time of year should you retire?

In this week's roundup, we cover the value of the USD and its effect on the world economies, here a woman holds fan of USD$20 bills

Making sense of the markets this week: September 4

Alimentation Couche-Tard pumps out profits, the Fed warns of economic pain, strong U.S. dollar might bankrupt several countries, and...

Making sense of the markets this week: September 4

The piece of advice journalist Renée Sylvestre-Williams wished she had in her 20s and more

The personal finance writer is an open book on her money values, as she launches her own book, Money...

The piece of advice journalist Renée Sylvestre-Williams wished she had in her 20s and more

A monopoly game is in session, symbolising how a couple could owe each other money with spousal loan strategy.

How to invest with spousal loans for Canadians—and how to pay it back

There is plenty of advice on setting up a spousal loan for income splitting, but it’s important to know...

How to invest with spousal loans for Canadians—and how to pay it back

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Three sticky notes saying buy, hold and sell. Above them, two arrows point in opposite directions.

Market outlook: Stock prices have started rising—will the good vibes last?

July 2022 was the best month to be invested since the pandemic began. Here’s what this means for investors,...

Market outlook: Stock prices have started rising—will the good vibes last?

To help illustrate the bank earnings here is a photo of a BMO location on a corner as it stands tall.

Making sense of the markets this week: August 28

Canadian banks prepare for stormy weather. Is the Fed worth fighting? U.S. retail results. And a renewed dividend for...

Making sense of the markets this week: August 28

A man in the age of retirement wears a tie to symbolize that he's still working, he has an inquisitive look on his face, wondering if he should keep working and delay CPP and OAS.

Delaying CPP and OAS to age 70: Is it worth the wait?

The longer you wait to use CPP and OAS, the more you could earn monthly. But with the recent...

Delaying CPP and OAS to age 70: Is it worth the wait?

To symbolize a split estate, a matriarch is seated at the head of the table with her family grabbing seats at both sides.

Do you have to split your estate evenly between your children?

Courts in some provinces can vary the distribution of an estate and override a last will and testament. Here’s...

Do you have to split your estate evenly between your children?

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A man standing in a field considers whether he needs life insurance, while holding his young daughter in his arms

5 reasons to buy life insurance—right now

An effective financial plan goes beyond saving and investing. Life insurance can also be a key element in achieving...

5 reasons to buy life insurance—right now

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