In the News
Get every new post delivered right to your inbox
Advisors chew over regulators’ warning on industry awards
Should financial advisor industry awards be based on sales results, or the quality of the service provided to clients? Rona shares her support of new regulations in this article.
Dental costs soaring across Canada as fee guides get updated
Inflation has caught up to dental practices across the country. Don’t be surprised the next time you visit your dentist.
Why asking uncomfortable questions is a ‘professional responsibility’ for advisors
Talking about your finances can by awkward, but a thorough and responsible planner asks the difficult questions to get a better idea of how to advise you.
Should retirees in their early 70s partly annuitize?
Annuities are gaining favour with planners and retirees alike. Rona Birenbaum explains the appeal in this column.
How retirees can overcome ‘irrational’ saving and enjoy their money
Spending decisions in retirement can be difficult. Here is how we, and other planning professionals help.
Why the CRA Cares So Much About Your Relationship Status
Did you know? Your marital status impacts your eligibility for tax credits and your final tax bill. Morgan Ulmer shares her insights.
This is how much you should plan to spend on dental and medical costs in retirement
The paycheque stops coming, but the medical and dental costs don’t! Here’s some insight into how much you should budget for health and dental expenses in retirement.
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.
