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Financial Planning

MoneySense general manager Jon Vassallo hosts the Money Matters video series

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Money Matters: What role do the most financially secure citizens have in addressing wealth inequality?

MoneySense partners share their answers to questions that we hope will inspire and inform Canadians about their personal finances.

Money Matters: What role do the most financially secure citizens have in addressing wealth inequality?
older couple dancing in their living room

Financial Planning

Fresh takes on the challenges facing baby boomers as they approach retirement

Our columnist reviews The Boomers Retire, a new book that fills the growing knowledge gap about retirement income among...

Fresh takes on the challenges facing baby boomers as they approach retirement
contemplative older woman

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Are you entitled to anything when your ex-spouse dies?

Ginette wonders if she can claim survivor benefits although she and her late former husband were no longer together. 

Are you entitled to anything when your ex-spouse dies?

Investing

Making sense of the markets this week: July 5, 2021

Why investors should pay attention to the CAPE ratio; an easy way to beat the TSX; young investors' attitudes...

Making sense of the markets this week: July 5, 2021

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mother and daughter in the kitchen

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What happens to real estate when a spouse dies and property isn’t held jointly? 

Barb’s mother is living in a house that was owned by her deceased father, and remains in the name...

What happens to real estate when a spouse dies and property isn’t held jointly? 

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Introducing Money Matters—a new video series from MoneySense

MoneySense partners share their answers to questions that we hope will inspire and inform Canadians about their personal finances.

Introducing Money Matters—a new video series from MoneySense
A father and a baby playing together on a bed at the cottage.

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Questions about real estate, family, finances and more

Three situations: Renovating a cottage to build an inheritance, adding names to a property and understanding capital gains. And...

Questions about real estate, family, finances and more
woman signing document using tablet

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Estate planning changes in Ontario

Virtual signing and remote witnessing are now permanent options for clients and lawyers creating wills and powers of attorney...

Estate planning changes in Ontario

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couple holding hands by the waterfront

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IVF and adoption costs in Canada

Having kids can be expensive for every family—but for Canadians with fertility issues, there are added financial and non-financial...

IVF and adoption costs in Canada

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