Jacks on Tax

Claiming your spouse and dependants on your tax return

These relationships have very specific meanings for tax purposes. It’s up to you to get them right.

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We’re 10 years apart. Can we retire together?

Retirement planning for couples with a significant age difference calls for realistic projections but also flexibility.

My MoneySense

Joanna Griffiths on the money lessons that shaped her life and business

The Knix founder shares her money mindset, including saving for a rainy say, spending wisely, and maintaining a healthy...

Newcomers to Canada

Building a points strategy: When to redeem, when to save, and what to avoid

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ETFs

How often should you rebalance?

In maintaining your planned allocations in a portfolio of ETFs, consistency matters more than precision.

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What happens when you inherit an IRA or 401(k)?

Learn how inheriting a US IRA or 401(k) works for spouses and non-spouses, including taxes, withdrawal rules, and opportunities...

Newcomers to Canada

What replacing my tires taught me about planning for retirement

Preparing to support yourself in your elder years is a cultural norm in Canada that newcomers must adapt to....

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How to unwind a spousal loan

A lot of spousal loans and other prescribed rate loans were established over the past 10 years. How do...

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Preparing taxes for someone who died

What to know about filing taxes after a death in Canada, including notifying the CRA, executor duties, final returns,...