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A man in his late 50s is having some fun with his grandson, showing a snapshot of what retirement may be like and how annuities will matter.

Retired Money

Rising rates are good news for near-retirees seeking longevity insurance

Annuities are getting more attractive, so is it time to inch in as rates rise further?

Rising rates are good news for near-retirees seeking longevity insurance
A young man leans forward on a couch to pet his dog.

Ask a Planner

What are the taxes on transferring real estate to your kids?

Joan and her partner own the condo her son lives in, but they want to transfer ownership to him....

What are the taxes on transferring real estate to your kids?
A man dressed for work is at the pump filling his car up with gas, thinking about inflation and the cost of gas as he returns to work.

Investing

Making Sense of the Markets this week: June 26

Who killed bitcoin? Will we have a recession, stagflation or a soft landing? Energy continues to soar and more.

Making Sense of the Markets this week: June 26
a man and a woman are sitting at a desk, smiling at what they're seeing on a laptop–as they research the value of certain stocks

Investing

Is value investing still relevant? Depends on your values

Everyone loves a good deal, even investors. With market prices dropping, does value investing make sense right now?

Is value investing still relevant? Depends on your values

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An older woman sits in a chair by the window, sketching with a pencil and paper.

Ask a Planner

Capital gains, taxes and more: The implications of inheriting real estate

There are tax, estate and other implications when inheriting real estate, even from family.

Capital gains, taxes and more: The implications of inheriting real estate
a-woman-dusts-a-round-mirror

Financial Planning

How to “Marie Kondo” your finances

If you’re overwhelmed by financial clutter, here’s how to start fresh.

How to “Marie Kondo” your finances
A woman holds out her hand below a silver coin with the Ethereum logo

Crypto

Watch: Should you invest in ethereum?

Watch: Should you invest in ethereum?
A bear is seen growling

Investing

Making sense of the markets this week: June 19

What does a recession mean for you? The details behind inflation headlines. Is now the time to buy the...

Making sense of the markets this week: June 19

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A young girl and her dad in a canoe on a river

Travel

Your Ontario staycation just got cheaper

To help you take advantage of the 2022 Ontario staycation tax credit, we’ve lined up five home-grown adventures that...

Your Ontario staycation just got cheaper

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