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financial planning

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
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?

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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?

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
AI chatbots have become another go-to for many young Canadians to set up budgets and map out financial goals. The Icons for the smartphone apps DeepSeek and ChatGPT are seen on a smartphone screen in Beijing, Tuesday, Jan. 28, 2025.

News

AI chatbots can help with personal finance—if you ask the right questions

Canadians are using AI for money matters, from budgeting to financial planning. Read these expert tips to get better...

AI chatbots can help with personal finance—if you ask the right questions

My MoneySense

Aimee Schalles on confronting your marriage’s hard questions early

The co-founder of online prenuptial agreement startup Jointly talks about leaving Big Law, tracking spending as a system, and...

Aimee Schalles on confronting your marriage’s hard questions early

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TFSAs

TFSA confusion: The myths that just won’t die

The tax-free savings account is a great wealth-building tool, but it’s sadly misunderstood. Here are seven TFSA features Canadians...

TFSA confusion: The myths that just won’t die

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