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financial planning

A truck packed with furnishings and belongings is shown on Quebec's unofficial moving day in Montreal, Tuesday, July 1, 2025.

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Moving back home can save money—but only if you plan

Moving home can boost savings—but it comes with financial, emotional, and lifestyle costs. Here’s how to decide if it’s...

Moving back home can save money—but only if you plan
A person uses the calculator app on their phone in a photo illustration made in Toronto, on Monday, Sept. 22, 2025.

Budgeting

How automation can simplify your finances

Automating bills and savings reduces stress, prevents late fees, and helps you stay on track with your financial goals.

How automation can simplify your finances
A person uses the calculator app on their phone and works on a spreadsheet in a photo illustration made in Toronto, on Monday, Sept. 22, 2025.

Financial Planning

How often should you check in on your finances?

From budgeting to credit scores and taxes, experts share a simple monthly, quarterly and annual financial checklist for Canadians.

How often should you check in on your finances?
Coins in a glass jar, Money saving concept. 3D illustratio

Financial Planning

So you fell short of your financial goals in 2025—here’s how to do better

A poll shows that a majority of Canadians failed to meet major money objectives over the past year....

So you fell short of your financial goals in 2025—here’s how to do better

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A person uses the calculator app on their phone and works on a spreadsheet in a photo illustration made in Toronto, on Monday, Sept. 22, 2025.

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Plan for financial success in 2026

Take control of your finances in 2026 with this practical money checklist. From year-end tax moves to setting realistic...

Plan for financial success in 2026
Lauren Hood poses for a photograph in Toronto on Wednesday, Nov. 12, 2025.

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Dwindling opportunities and soaring costs leave youth adrift

Rising costs and a tough job market are leaving many young Canadians struggling to gain financial independence and secure...

Dwindling opportunities and soaring costs leave youth adrift
Dave Chilton, author of "The Wealthy Barber" poses for a portrait in Milton, Ont., Tuesday, Dec. 2, 2025.

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The Wealthy Barber says Canadians face more opportunities—for profit and peril

David Chilton’s new edition of “The Wealthy Barber” combines timeless financial wisdom with modern strategies for saving, investing, and...

The Wealthy Barber says Canadians face more opportunities—for profit and peril

Financial Planning

Caring for a parent? Get a power of attorney

Often an afterthought, the POA document will smooth the process of seeing to their needs.

Caring for a parent? Get a power of attorney

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Happy senior couple holding hands and using laptop while having a meeting with financial advisor in the office. Senior man is pointing at something on laptop.

Retired Money

The 4% rule, revisited: A more flexible approach to retirement income

Experts weigh in on how the classic 4% withdrawal rule is evolving—and how retirees can tailor it to their...

The 4% rule, revisited: A more flexible approach to retirement income

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