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Financial Planning

Married with money: How to combine finances with your partner

Married with money: How to combine finances with your partner
A couple reviews their mortgage options over a cup of coffee

Mortgages

Fixed or variable mortgage rate: Which should you choose in 2024?

After nearly two years of interest rate increases, cuts may be on the horizon—here’s what that means for current...

Fixed or variable mortgage rate: Which should you choose in 2024?
Two Canadian men talking about their money situations for an annual financial checkin.

loans

Your 2024 financial check-in: A step-by-step guide to keeping your finances on track

Your 2024 financial check-in: A step-by-step guide to keeping your finances on track
A smiling man in his forties looks at his financial info on a tablet

Retirement

What’s the average monthly retirement income in Canada?

What’s the average monthly retirement income in Canada?
family at the cottage, with its future generation of owners

Vacation Homes

Family legacy: How to pass along the family cottage—and 3 things to avoid

Discover key strategies from estate planning lawyer Peter Lillico on preserving your family’s cherished cottage for generations to come.

Family legacy: How to pass along the family cottage—and 3 things to avoid
A man reviews OAS residency rules on his laptop near a busy intersection

Ask a Planner

OAS entitlement and deferral rules for immigrants to Canada

A person who moves to Canada in middle age won’t be entitled to the maximum Old Age Security pension....

OAS entitlement and deferral rules for immigrants to Canada
Family at home, thinking about their mortgage and retirement

Ask MoneySense

Can you pay off your debt while saving for retirement?

Can you pay off your debt while saving for retirement?
Michele Romanow headshot for Revisionaries

Earn

Michele Romanow on how to manage your money like it’s your business

Who doesn’t want a profitable portfolio or savings that would make investors envious? Michele Romanow talks about the...

Michele Romanow on how to manage your money like it’s your business

Ask a Planner

How to claim a child’s income below the basic personal amount

Even if a child’s earnings are exempt from income tax, they may be entitled to tax credits or deductions....

How to claim a child’s income below the basic personal amount