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financial facelift
How much can Morris, 81, and Penny, 80, afford to gift to their grandchildren?
October 1, 2024. For Financial Facelift story. (Aaron Lynett/The Globe and Mail)
globe advisor weekly newsletter
Financial planning and life lessons from a casino
Close up of hands on cards and chips during a poker game at casino
globe investor
Can this sixtysomething couple help their kids buy homes and still be comfortable in retirement? Plus, how loneliness can get in the way of a happy retirement
Steve and Heather have a house in Toronto and a rental condo that is just breaking even. Both have mortgages.
advisor stocks
With savings rates coming down, where should investors put their cash?
Inverted piggy bank, spilled gold coins. Opening the piggy bank. Waste of accumulated money.
opinion
Inverted yield curve or not, this is the time to be preserving capital
Tom Czitron
young money
‘Not free money’: What students should know before getting their first credit card
Credit cards are displayed in Montreal on December 12, 2012. Canadians may see a jump in businesses adding credit card surcharges as restrictions on the practice lift. THE CANADIAN PRESS/Ryan Remiorz
financial facelift
Can Steve and Heather, both 61, help their kids buy homes and still be comfortable in retirement?
*FOR FINANCIAL FACELIFT, DO NOT IDENTIFY* Duane Cole/The Globe and Mail
opinion
Men benefit from our world of ‘greedy work’
Elizabeth Renzetti
globe investor
‘There is no Plan B. You are the Plan A’: How Jackie Porter’s childhood struggles influenced her money mindset
cost of living
Want to invest smarter? Bounce ideas off family and friends
Preet Banerjee
cost of living
Want to pass on your inheritance before you die? Don’t be afraid to put yourself first
Inherit house or real estate from parents, financial advisor on legacy planning, passing an inheritance to children concept, father giving house, wealth or property to his children small hand.
financial facelift
Mark earns $370,000 per year. Lois earns $30,000. How can they use that big income disparity to their financial advantage?
September 16, 2024. JENNIFER ROBERTS/THE GLOBE AND MAIL
globe advisor weekly newsletter
Moshe Milevsky shares retirement planning tips from the Enlightenment
Adam Smith statue near St Giles Cathedral in Edinburgh, Scotland, UK
tax matters
Consider different options to solve a holding company double-tax problem
Tim Cestnick
report on business
Wealthsimple discloses that it’s profitable as it marks 10 years in operation
As Wealthsimple marks a decade in operation, the financial platform is confirming for first time that it's profitable as it sees revenue and assets soar. The splash screen for the Wealthsimple app is seen on a smartphone in a photo illustration made in Toronto, Monday, June 17, 2024. THE CANADIAN PRESS/Giordano Ciampini
carrick on money
How to achieve financial fitness in 15 minutes per week
Elderly spouses sitting on couch at home planning budget check bills cheques, computer, documents and calculator on coffee table, close up cropped concept image, couple manage family expenses concept
cost of living
Eight ways to steer clear of financial fraud
Technology and financial advisory services concept. Business teamwork and working on digital laptop computer with advisor showing plan of investment to clients at table office. Digital marketing.
investor education
Aging DIY investors must plan for succession
Senior man and woman meeting medical adviser for health insurance at home. Old couple planning their investments with financial advisor after retirement at home. Aged couple consulting with insurance agent while sitting together with prospectus at home.
personal finance
Why investors search for a narrative when stock markets crash
Benjamin Felix
taxes
There’s room for good financial planning - and for error - before the June 25 capital-gains tax change
Benjamin Felix
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