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Financial Planning

What is in a financial plan?

Here's exactly what a financial plan from a fee-only planner entails.

What is in a financial plan?

estate planning

Financial Planning

Can I leave money to my niece through a codicil?

It's not the quick and easy option you think it is

Can I leave money to my niece through a codicil?

Investment losses can pile up over time

Should you wait out an investment loss?

Jordan racked up a big loss over the past three years and isn’t sure he can take it anymore,...

Should you wait out an investment loss?

tax on an investment property

The capital gains move you don’t want to make

Don't forget the 30-day rule, or face the ire of the CRA

The capital gains move you don’t want to make

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What are the tax rules for LIRAs?

You can convert it into a LIF or an annuity

What are the tax rules for LIRAs?

Should I drive my car without airbags?

How risky is it really?

Should I drive my car without airbags?

TFSA limit

Can I reset my TFSA?

John has lost money in his TFSA and he wants to figure out the best way to make lemonade...

Can I reset my TFSA?

tfsa contribution room

Financial Planning

What happens to a TFSA after you die?

There are three things you can do to make sure your TFSA goes to who you want

What happens to a TFSA after you die?

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international women's day

I want to change careers. Where do I start?

Taking stock of the job you now hold is a great starting point to the career you want

I want to change careers. Where do I start?

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