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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....

Investing

Making sense of the markets this week: April 16, 2023

Bank of Canada pauses rate hikes and gives crystal ball predictions, U.S. inflation goes down to 5%, TINA makes...

Ask a Planner

Selling stocks at a loss in a TFSA: What it means for your contribution room

Before holding speculative stocks in a TFSA, consider what reporting a capital loss means for your contribution room going...

My MoneySense

Meet Michelle Hung: The Sassy Investor who shows clients how to realize their worth

Michelle Hung is a Chartered Financial Analyst and fee-only planner who left her corporate job to help people achieve...

Investing

Making sense of the markets this week: April 9, 2023

Shaw and Rogers finally tie the knot, OPEC+ sends oil prices skyrocketing, and the Canadian and American economies appear...

Retirement

Best in show: How to find and invest in market leaders

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My MoneySense

Kristy Shen on living the FIRE life and using money to “buy back time”

The Millennial Revolution blogger chose a life of adventure over mortgage debt. Here’s how she retired in her 30s,...

Investing

Making sense of the markets this week: April 2, 2023

No love for banks in the 2023 federal budget, Dollarama and Lulu stretch profits, banks stabilize (for now), and...

MoneyFlex

First home savings account: A Gen Z guide to achieving home ownership

If you want to be a home owner in Canada, here’s how the new tax-free FHSA could get you...