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retirement
Retired university administrator seeks satisfaction over self-indulgence
Wendy Bonus, 80, is photographed in the backyard of her Thornhill, Ont. home on May 31, 2022. Fred Lum/The Globe and Mail. When she retired from her job at the University of Toronto, Bonus had a project that she wanted to work on, a book about her great grandfather and his connection to the Fabergé company.
report on business
Canada’s investment industry pushes for more details on planned tax-free savings accounts for first-time home buyers
A for sale sign outside Joe and Jackie Dookie Bradford home is photographed on Sunday, May 30, 2021. The couple is moving to North Bay to escape the high real estate prices in the city. Tijana Martin/ The Globe and Mail
opinion
The new federal First Home Savings Account is the only savings program that is truly tax-free
Bonnie-Jeanne MacDonald
opinion
How soon until people regret all the megaspending they’re doing right now?
Rob Carrick
paycheque project
International grad student is focused on saving: ‘Being rich is not a goal in my life whatsoever’
young money
Think of emergency funds as pre-planned spending to better prepare: expert
A person inserts a debit card into an ATM in Pittsburgh, Saturday, Jan. 5, 2013. Emergency funds can provide some peace of mind for those handling obstacles that pop up in life. THE CANADIAN PRESS/AP-Gene J. Puskar
politics
Trudeau requested briefing on one-time wealth tax weeks ahead of 2021 election campaign, documents show
Liberal Leader Justin Trudeau reveals his party's election platform during the Canadian federal election in Toronto on Wednesday, September 1, 2021. THE CANADIAN PRESS/Nathan Denette
economy
Canadians are sitting on $300-billion in excess savings. What happens next is anyone’s guess
Paul Bannister speaks with the bartender at the Library bar, in the Royal York hotel, while on a break from attending a conference in Downtown Toronto, on Thursday May 12, 2022. (Christopher Katsarov/The Globe and Mail)
advisor news
How to tackle paying a big tax bill to the CRA
Worried mature man checking his domestic bills at home, he is concerned and reading his financial statements
advisor news
Will pooling their money make couples happier?
Worried couple feeling frustrated while have to pay their bills over Internet.
your practice
How to manage the tax implications of transferring a new client’s assets
Happy black financial advisor communicating with a couple on a meeting in the office. All of them are wearing protective face masks due to COVID-19 pandemic.
advisor news
How to make the best use of tax refunds as inflation and interest rates rise
According to 2015 Canada Revenue Agency statistics, nearly 58 per cent of individual taxpayers received refunds after filing their tax returns. The average tax refund was $1,645.
globe advisor weekly newsletter
Why now’s the time to take advantage of prescribed-rate loans for income-splitting
African woman holding in hand paper bills bank receipt using calculator on table calculate debt loan tax cost to pay manage finances concept doing accounting paperwork budget analysis, close up view
advisor news
How the Tax-Free First Home Savings Account can be used beyond buying a home
A real estate sign is pictured in Vancouver, B.C., Tuesday, June, 12, 2018.The Real Estate Board of Greater Vancouver says home sales picked up between February and March but are still down from a year ago. THE CANADIAN PRESS Jonathan Hayward
first person
My bee garden is pretty incredible and so important
advisor news
How to get financially exhausted new home owners back on track
Property investment and house mortgage financial concept, Hand putting money coin stack with wooden house ISTOCK
your practice
Independent wealth firms recruit advisors with promises of freedom, technology and growth
An Elevated View Of A Male Manager Shaking Hands With Female Applicant At Workplace
advisor news
How separation, divorce and death can affect tax planning for clients
Wife And Husband Splitting House And Car During Divorce Process
your practice
How to help clients take an extended career pause without breaking the bank
Shot of a young businesswoman looking stressed out in an office
politics
Public sector unions alarmed by budget plan to save billions through first program spending review in a decade
Finance Minister Chrystia Freeland tables the federal budget in the House of Commons in Ottawa, Thursday, April 7, 2022. The federal Liberal government hopes to ease the housing crisis with more than $10 billion in funding meant to speed up home construction and repairs. The commitments are part of a raft of promises in the federal budget unveiled Thursday that also include a two-year ban on foreign investors buying homes and tax measures meant to reduce speculation.THE CANADIAN PRESS/Adrian Wyld