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Ontario to tighten rules for financial planner, adviser credentials
The government of Ontario is proposing stricter regulations for financial planners and financial advisers by cracking down on individuals who are not qualified to use those titles.
Too old for your job, too young to stop working. How ageism can scuttle your retirement plans
It’s a phenomenon financial planners are seeing more and more: workers in their mid-50s are laid off or given a buyout package and then run up against a wall trying to find another job. That’s happening “more often than ever before,” according to Rona Birenbaum, founder and president of Caring for Clients.
ETF’s Are Increasing The Cost Of Financial Advice, What Can You Do
We talk to Rona Birenbaum, found of Caring For Clients, about what as an investor you can do about how ETF’s are increasing the cost of financial advice.
Men benefit most from tax breaks in Canada, study shows. But does it matter?
Men capture the vast majority of the benefits from federal income tax breaks, according to a new report by the Canadian Centre for Policy Alternatives. The study looked at 45 measures that currently allow Canadians to lower their federal tax bill and found that for over 80 per cent of them, the payout is larger for men than for women.
Men benefit most from tax breaks in Canada, study shows. But does it matter?
Men capture the vast majority of the benefits from federal income tax breaks, according to a new report by the Canadian Centre for Policy Alternatives. The study looked at 45 measures that currently allow Canadians to lower their federal tax bill and found that for over 80 per cent of them, the payout is larger for men than for women.
The TFSA limit has grown to $6K — should Canadians contribute?
Canadians hoping to save money after the holidays now have an option to stash away more cash this year — and tax-free.
Your debt in 2019: Trends that will affect your finances and how to prepare for them
According to Statistics Canada, Canadians owe $1.78 in debt for every dollar of income. The good news is increased household debt has been slowing. The bad news? Income growth to pay down that debt has been sluggish. Online reporter Erica Alini gives us a road-map on how to prepare for what’s coming.
Holiday hosting: Tips to stick to your entertaining budget
CPA Canada survey says majority of Canadians expect to spend less than $400 on hosting. It’s possible and the experts show us how.
Why investing rules of thumb don’t always work
Rules of thumb are intended as guidelines. They are not exact directions, but a rough estimate of what you might need. There are several rules of thumb in investing as well, which are often interpreted in multiple ways.
Three online programs to help plan out your finances in retirement
For high-net-worth individuals approaching retirement and concerned about outliving their money, any of these programs can do the job. A single strategic insight or two can easily recoup the modest fees charged.
