Are single seniors unfairly penalized at tax time?
Karen wonders if her latest tax bill is too high, and whether there's a way to avoid the social...
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Reality-testing your financial plan
John's advisor seems impressive, but he's left out an important consideration: What kind of lifestyle does his client want...
How can a Hyundai owner prove maintenance was performed on schedule?
Without records of his DIY oil changes, NJ worries he may not qualify for a significant recall. What's his...
Is probate an inevitable cost for a surviving spouse?
Sandra and her husband have lived in their principal residence for 40 years, but his is the only name...
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“How do I become a money coach in Canada?”
Although regulatory requirements in most provinces permit you to provide financial advice or coaching with no education or experience,...
Managing tax in a “tenancy in common” situation
Claudia wants to minimize the tax payable when selling her share of a cottage to the co-owner.
Financial literacy for seniors
If one spouse makes most or all the financial decisions, the uninvolved spouse can be left vulnerable. That's one...
Unconventional ways of investing in a family RESP
Surprise: a lump-sum contribution is likely to result in more money, even though you forgo government grants. Plus, reassurance...
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Should you sell your home to your kids?
Graham is considering a creative strategy to access his home equity with the help of his grown children. The...