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Financial Plan Retirement Investment Diagram Concept

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?

Simple retirement formula written on a notepad surrounded by graphs, charts, calculator, books and pencils.

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What is the Saskatchewan Pension Plan?

The Saskatchewan Pension Plan gives Canadians another way to save for retirement, with low fees, locked-in contributions, and...

What is the Saskatchewan Pension Plan?

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Tax write-offs that Canadians often get wrong

Tax season brings plenty of confusion—and costly mistakes. Here are some commonly misunderstood expenses Canadians often try (but fail)...

Tax write-offs that Canadians often get wrong

Cropped image of aged man checking his bills and credit payments

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How to confirm your CPP pension

CPP and QPP are cornerstones of retirement income for Canadians. How do you confirm what you are entitled to...

How to confirm your CPP pension

Income Tax Return Deduction Refund Concept

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What’s new (and gone) for your 2025 tax return, due April 2026

Filing your 2025 taxes in 2026? Here are the key changes, cancelled credits, and CRA updates Canadians need...

What’s new (and gone) for your 2025 tax return, due April 2026

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Tax implications of owning a rental property as a non-resident of Canada

If you leave Canada and own a rental property, or you are a non-resident and you buy a rental...

Tax implications of owning a rental property as a non-resident of Canada

Happy senior couple feeling nostalgic while looking at their photo album at home.

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What happens when you inherit an IRA or 401(k)?

Learn how inheriting a US IRA or 401(k) works for spouses and non-spouses, including taxes, withdrawal rules, and opportunities...

What happens when you inherit an IRA or 401(k)?

Time for Taxes Money Financial Accounting Taxation Concept

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Preparing taxes for someone who died

What to know about filing taxes after a death in Canada, including notifying the CRA, executor duties, final returns,...

Preparing taxes for someone who died

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Tax implications of shareholder loans

Shareholder loans are often misunderstood by incorporated business owners. It is important to consider the tax implications.

Tax implications of shareholder loans