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financial planning

Financial Planning

Most Canadians feel confident about affording life milestones—but many are still putting them off

Canadians are confident about their financial milestones, but everyday costs and debt often delay progress. Expert guidance can help.

Most Canadians feel confident about affording life milestones—but many are still putting them off

Retired Money

Who you gonna trust: Barry Ritholtz or Jim Cramer?

A trio of new books from notable (and notorious) authors offer fresh insights on retirement investing.

Who you gonna trust: Barry Ritholtz or Jim Cramer?
Senior woman at a desk holding a cup of coffee

Ask a Planner

How to bridge the gap until an inheritance

A MoneySense reader has limited retirement income, a paid-off condo, and anticipates a substantial inheritance from her mother. How...

How to bridge the gap until an inheritance

Financial Planning

3 signs you need to take control of your parents’ finances

A time will likely come when you have to care for your elderly relatives' money matters. Here are some...

3 signs you need to take control of your parents’ finances

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Senior couple at a computer with papers

Investing

Individual vs. joint investment accounts: What every couple should know

Non-registered accounts held individually can lead to frozen funds and probate fees. Learn how joint accounts can protect your...

Individual vs. joint investment accounts: What every couple should know
Man and woman sitting at a desk reviewing documents

Financial Planning

Having a financial plan more than doubles your retirement confidence—here’s why so many Canadians are skipping it

Cost, complexity, and confusion about what financial planning involves prevent Canadians from taking action, but 93% of those who...

Having a financial plan more than doubles your retirement confidence—here’s why so many Canadians are skipping it

Ask a Planner

Taxes halved their inheritance. Could anything be done?

Ontario heirs face a huge tax bill after their parents’ deaths—highlighting the importance of planning ahead to reduce taxes...

Taxes halved their inheritance. Could anything be done?
Young family hugging

Insurance

42% of Canadians don’t have life insurance—are you one of them?

A new study uncovers a major life insurance gap among Canadians. Learn what’s behind the gap and why it’s...

42% of Canadians don’t have life insurance—are you one of them?

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Retirement

How to plan for old age when you don’t have kids

More and more Canadians are entering their golden years without grown children to help out should they lose their...

How to plan for old age when you don’t have kids

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