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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
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
Don’t neglect financial planning’s missing middle

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Don’t neglect financial planning’s missing middle

Scenario-based planning can help you build a financial plan by testing “what ifs” and turning uncertainty into informed, realistic decisions.

Don’t neglect financial planning’s missing middle
In planning for retirement, worry about longevity rather than dying young

Retired Money

In planning for retirement, worry about longevity rather than dying young

Canadians are living longer, making longevity risk one of retirement’s biggest challenges. Here’s how longevity income funds like Purpose’s LPF…

In planning for retirement, worry about longevity rather than dying young