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Latest news in Financial planning

Does your small business offer contests? Understand the legalities

The rules you need to know

Pros and cons of joint accounts

Find out what makes sense for you

Why you need to build a company that can run without you

Entrepreneurs who are too hands-on can hold their companies back. How to let your staff make decisions without losing control.

Business owner? Learn about the classic estate freeze

The strategy may be right for you and your estate planning

Non-smoking pot user? Look for breaks on life insurance premiums

If you use marijuana for medical purposes or even recreationally, it’s important to be aware of your life insurance rates

Should you use more than one advisor?

If you're wondering whether to trust one advisor with all your savings, here's some guidance from MoneySense's Bruce Sellery

  • By: Staff
  • October 4, 2016 July 17, 2018
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Picking the right business school

If you're considering sharpening your edge by getting a business degree, make sure you find the program that fits you best

  • October 3, 2016 July 17, 2018
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Get off to a good savings start with this budget calculator

It's difficult to set realistic savings goals without knowing how your money is already committed

  • By: Staff
  • September 30, 2016 July 17, 2018
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6 tips to plan for incapacity

It’s important to be ready for a time when you may be unable to care for yourself, your property and your assets

What trustees should (and shouldn’t) do

If you become a trustee, what are your duties?

RESP advice for Mindy Lahiri

How to secure her son Leo's future.

Estate planning advice for Mindy Lahiri

How should she budget and save for her son’s future as well as her own?

  • September 28, 2016 July 17, 2018
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Mindy Project gets financial advice

As a single mother, what plans should Mindy have in place to protect and provide for Leo in case she gets sick or dies?

Resources for new Canadians

Former Ottawa Senators captain Daniel Alfredsson is now a Canadian citizen.

  • By: Staff
  • September 20, 2016 September 20, 2016
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Should I work past 70 while collecting CPP and OAS?

A 67-year-old worker who contributed to CPP for 14 years wonders if she can keep working after she starts collecting benefits at age 70

Prove your value to business-owning clients

Business owners face unique financial and tax challenges

  • By: Staff
  • September 8, 2016 July 17, 2018
  • 00:00

4 ways to pass on the family cottage

Minimizing tax is only one factor to consider when passing on the family cottage

Save on child-related costs

MoneySense's Romana King shares tips for saving money while giving your kids everything they need for a healthy childhood

How new couples can pay mortgages fairly

MoneySense's Bruce Sellery helps a homeowner who is wondering if both partners should contribute the same amount to their mortgage payments, even if one makes…

Help clients understand how you’re paid

Your clients come to you for sound financial advice, but may not fully understand how you’re paid. Whether you’re commission-based or fee-only, take the time…

  • By: Staff
  • September 1, 2016 July 17, 2018
  • 00:00

Can my son challenge my will?

Anna wants to leave her entire estate to her daughter

The best way to unlock a LIRA early

An investor asks, is there any way to access this money before age 55 and if so, what would be my best strategy?

10 pieces of financial wisdom from Gail Vaz-Oxlade

Canada’s most outspoken money expert is retiring. Here’s a look back at her very practical, very blunt advice.

Should I trust my advisor over my accountant?

Here’s what to consider when faced with conflicting advice.

Action idea – Consolidate debt? No way!

Helping a client deal with debt? Try this tip.

  • July 13, 2016 July 13, 2016
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