How to live a rich life
A rich life isn’t just about wealth. Here’s how to align your finances with your values for true happiness.
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Are mutual fund fees tax deductible?
Don’t go claiming a deduction for mutual fund fees on your tax return. Why? Because they’ve already been indirectly...
What is considered day trading in a TFSA
The recent Ahamed v. The King decision by the Tax Court of Canada highlights risks for investors who trade...
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How to calculate the taxable amount for a cashed-in whole life insurance policy
Is a whole life insurance cash value taxable? Spoiler: Yes. But find out how to calculate the taxable amount....
Meet Michelle Hung: The Sassy Investor who shows clients how to realize their worth
Michelle Hung is a Chartered Financial Analyst and fee-only planner who left her corporate job to help people achieve...
What are money scripts? What’s yours?
Psychologists use money scripts to help people develop a healthier relationship with finances and reach their goals. Find out...
Canada’s Budget 2023: What it means for you and your family
The federal government’s 2023 budget proposes a national dental care plan, a grocery rebate, changes to registered accounts, and...
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How retired parents can use the FHSA to help their adult children
Canada’s new first home savings account nicely complements earlier real estate programs. Retirees with grown adult children should take...