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What are reasonable long-term financial planning assumptions?

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What are reasonable long-term financial planning assumptions?

What inflation, investment return, and life expectancy assumptions should Canadians use for retirement planning? Here’s what financial planners recommend.

What are reasonable long-term financial planning assumptions?
Year-end tax and financial planning considerations

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Year-end tax and financial planning considerations

Some strategies are time-sensitive, while others can help you start the new year on the right foot.

Year-end tax and financial planning considerations
Financial planning for the first time? A guide for women on a single income

Financial literacy

Financial planning for the first time? A guide for women on a single income

Single and your income is already spread thin—so how do you save for the future? Three financial experts share what…

Financial planning for the first time? A guide for women on a single income

Magazine Archive

Financial planning: Catch up at any age

If you feel left behind, take heart. A few simple moves can put your finances back on track.

Financial planning: Catch up at any age
Financial planning in your 70s

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Financial planning in your 70s

Be mindful of these money concerns, even after retirement.

Financial planning in your 70s
Beyond financial planning: How to achieve the lifestyle you want

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Beyond financial planning: How to achieve the lifestyle you want

Newly mortgage-free, Mara is looking to invest $26,000 annually. But does that mean putting off life goals she could be…

Beyond financial planning: How to achieve the lifestyle you want
3 financial goals to kick-start the new year

Banking

3 financial goals to kick-start the new year

Start the year off right with these three financial goals: grow your savings, protect your credit, and plan for the…

3 financial goals to kick-start the new year
The MoneySense Find a Qualified Advisor Tool

Financial Planning

The MoneySense Find a Qualified Advisor Tool

Are you thinking about working with a financial advisor but don’t know where to find one who meets your needs?…

The MoneySense Find a Qualified Advisor Tool
7 ways to take control of your financial future

Financial literacy

7 ways to take control of your financial future

Financial resilience isn’t just about having enough savings. It’s also about how confident you feel regarding your money and lifestyle.

7 ways to take control of your financial future
How to build a financial plan when your income is unpredictable

Financial Planning

How to build a financial plan when your income is unpredictable

Freelancers face unpredictable income and unique financial challenges. Here’s how to manage taxes, savings, and cash flow when your paycheques…

How to build a financial plan when your income is unpredictable
We’re not wealthy. What can a financial planner do for us?

Ask a Planner

We’re not wealthy. What can a financial planner do for us?

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

We’re not wealthy. What can a financial planner do for us?
Finding financial support as a disabled student in Canada

Resources

Finding financial support as a disabled student in Canada

Disabled students in Canada face higher costs for postsecondary education. Here’s a guide to grants, scholarships, and supports that can…

Finding financial support as a disabled student in Canada