Financial Planning

Thoughts for people who love managing their money, but worry about advancing age

How to get the most out of your student summer earnings

Four questions for investors who plan to fire their adviser and go DIY. Plus, how Biden’s woes are reshaping the market outlook

Arranged mortgages: How Canadian parents influence their children’s housing choices

How to lower your student debt – and cut through misconceptions around it

Should this couple sell their cottage to afford retirement? Plus: An eight-step plan to help you stop feeling bad about your retirement outlook

Investing isn’t about always being right, this advisor says – it’s about not being really wrong

Counting on an inheritance? Not so fast

Financial resilience is the newest training ground for Canadian military members

A Canada Day look at what investors should do about our plodding, much-maligned stock market

Cutting through the noise: What percentage of your portfolio should be Canadian?

What should a 26-year-old put in his first-home savings account?

Splitting income with your spouse can save big tax dollars if done properly

In year two of the FHSA, how and where should Canadians invest?

Leaving assets in a will or handing them over early? The new capital-gains tax could affect your wealth transfer

‘Boomerang children’ are a newer part of the financial planning conversation

Getting married? Make sure you understand the tax and financial implications

Wedding, homeownership, retirement: How to invest for three big life stage expenses

Three ways estate planners can serve diverse communities

How this program is providing advice to women underserved by financial services firms