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financial planning

Young couple speaking to a financial advisor

Financial Planning

Do you actually need a financial advisor in your 30s and 40s?

Financial advisors aren’t always necessary. Learn when you can DIY, when help adds value, and how to decide what’s...

Do you actually need a financial advisor in your 30s and 40s?
A person works on a spreadsheet in a photo illustration made in Toronto, on Monday, Sept. 22, 2025.

Retirement

Financial independence, retire early: The math behind the viral money movement

The FIRE movement promises early retirement, but high costs and income realities make it difficult. Here’s what the math...

Financial independence, retire early: The math behind the viral money movement

Ask a Planner

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...

Don’t neglect financial planning’s missing middle
Illustration of woman regretting financial decisions

MoneyFlex

What Canadian women regret most about money—and how Gen Z can avoid it

From investing too late to lacking an emergency fund, many Canadian women share similar regrets. Here’s what Gen Z...

What Canadian women regret most about money—and how Gen Z can avoid it

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Ask a Planner

How can I plan to die with nothing?

It’s almost impossible to do, but the mindset around spending all your savings can help you make the best of the...

How can I plan to die with nothing?
A marriage official offers a couple their rings during their wedding in New York, Wednesday, Feb. 14, 2007

Financial Planning

When ‘silent divorces’ lead to costly splits

Silent divorces can quietly drive up financial stakes. Delays, hidden assets, and lack of formal separation can turn emotional...

When ‘silent divorces’ lead to costly splits
Young couple reviewing numbers together

loans

Should you pay off a personal loan early?

Paying off a personal loan early can save interest, but it’s not always the best use of extra cash....

Should you pay off a personal loan early?
Young family enjoying the outdoors together

Life Insurance

New study highlights trends in Canadian term life insurance

A PolicyMe study reveals how Canadians choose term life insurance, including coverage amounts, beneficiaries, and generational trends shaping 2026...

New study highlights trends in Canadian term life insurance

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Financial Planning

Warning to caregivers: Expect a scavenger hunt

Many adult children know the basics of their parents’ money, but not the details. Discover why full financial visibility...

Warning to caregivers: Expect a scavenger hunt

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