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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.
How to bring up estate planning with family this holiday season
Almost 57% of Canadians don’t know the end-of-life wishes of their loved ones. Such discussions are important − but not optimal while gathered for your traditional family holiday meal.
Why it’s important to start teaching kids about money early on
Our upbringing influences our financial literacy and money attitudes. Here’s why it’s important to teach kids about money early in life. But it’s never too late!
A retiree revelling in the RV lifestyle, how retirement age has shifted over the past four decades and answers about the CPP survivor’s pension
If you’re among the many people who didn’t apply for the CPP survivor’s pension when your spouse died, it may not be too late. While the rules have changed over the years, you may still be entitled to receive retroactive payments. Rachel Metzger explains in the Ask Sixty Five section of this article.
