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How retirees can overcome ‘irrational’ saving and enjoy their money
Spending decisions in retirement can be difficult. Here is how we, and other planning professionals help.
Why the CRA Cares So Much About Your Relationship Status
Did you know? Your marital status impacts your eligibility for tax credits and your final tax bill. Morgan Ulmer shares her insights.
This is how much you should plan to spend on dental and medical costs in retirement
The paycheque stops coming, but the medical and dental costs don’t! Here’s some insight into how much you should budget for health and dental expenses in retirement.
Why advisors are going into workplaces to educate employees on financial matters
Morgan Ulmer shares her insights on the benefit of employee financial education programs.
Inflation is causing some to think twice about having kids: ‘It doesn’t make sense’
Don’t let inflation deter you from growing your family. The real answers can be found in the financial planning process. Rona Birenbaum explains.
Is it a good idea for parents to gift money to children for the Tax-Free First Home Savings Account?
The First Home Savings Account is a great way to help adult children break into the housing market. Before gifting large sums of money to your kids, remember to evaluate the impact on your own financial future.
Bothered by your investment returns? You may be looking at them wrong
Significant variability in recent investment returns have left some investors frustrated. But many are not looking at the numbers that count. Rona Birenbaum explains which values matter and how to interpret them.
Measures that can protect homeowners, buyers from becoming victims of title fraud
Still considered rare, title fraud is on the rise. It’s a good idea to talk to your financial planner or real estate professional about the benefits of title insurance and other deterrents that could keep your property safe.
Can you have too much invested in RRSPs?
RRSPs are not a one-size-fits-all solution. Morgan Ulmer explains how to plan and make the most of your RRSP contributions.
Is shifting retirement investments into save havens a good idea?
Many investors struggle to find a balance between preserving wealth and ensuring liquidity. Rona Birenbaum shares her views on how to align your portfolio to achieve both and benefit from a future market upturn.