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Young woman studying her critical illness insurance policy

Insurance

8 critical illness insurance myths

Critical illness insurance isn’t the same as disability insurance. Here’s what else to keep in mind when deciding how...

8 critical illness insurance myths

Magazine Archive

What you need to know about disability insurance

What you need to know about disability insurance
Bruce Springsteen

A Rich Life

“Yes, concerts are experiences—and I’m spending my money on them!”

I explore the impact of prioritizing spending on experiences over material things through my Bruce Springsteen concert experience. With...

“Yes, concerts are experiences—and I’m spending my money on them!”
A young woman holds a tray with burger, fries and soda

Budgeting

Payments for the Canada Workers Benefit arriving sooner—find out why

Low- and modest-income working Canadians will receive government support sooner than in previous years, in the form of CWB...

Payments for the Canada Workers Benefit arriving sooner—find out why

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A woman in semi-retirement working from home, not looking stressed at all.

Retired Money

Is semi-retirement stressful? You bet—here’s what to do about it

In semi-retirement, reducing stress may be more important than generating that extra taxable revenue. Here’s one way to say...

Is semi-retirement stressful? You bet—here’s what to do about it
A woman does the splits outside

Ask a Planner

4 strategies for income splitting with a lower-income spouse

If one spouse does not work, is it beneficial for the other to invest and buy stocks in their...

4 strategies for income splitting with a lower-income spouse
A woman meets with her accountant and high fives as she files her 2022 income tax return for Canada, showing that she accurately filed on deadline, with tax claims that suited her.

Taxes

2022 Income Tax Guide for Canadians: Deadlines, tax tips and more

2022 Income Tax Guide for Canadians: Deadlines, tax tips and more
A young woman smiles and holds a camera on a charming street

Investing

Ready for take-off: Is now a good time to invest in a travel ETF?

Ready for take-off: Is now a good time to invest in a travel ETF?

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Man is reading the T5 from cashing in his whole life insurance policy, and checking his notes from when he bought it.

Ask a Planner

How to calculate the taxable amount for a cashed-in whole life insurance policy

Is a whole life insurance cash value taxable? Spoiler: Yes. But find out how to calculate the taxable amount....

How to calculate the taxable amount for a cashed-in whole life insurance policy

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