Estate Planning

Caring for aging parents in Canada: Financial challenges and strategies for relief

Be prepared for the financial burdens of caring for aging parents by learning about the innovative strategies that could...

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Should you buy life insurance to pay for tax owed upon death?

When you die, capital gains tax might apply to some of your assets. Can life insurance help shelter your...

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What new bare trust tax filing rules mean for Canadians

Do Canadians have to file a trust tax return this year? What is a bare trust? What are the...

Retired Money

How to cope with the RRSP-to-RRIF deadline in your early 70s

You don’t want to miss the conversion deadline at the end of the year you turn 71—you’ll be on...

Financial literacy

Dating dilemma: When to talk about finances

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Taxes

Tax changes to know about for 2023, from home offices to house flipping

Let’s review the big changes to be aware of this tax filing season.

Retirement

RRIF and LIF withdrawal rates: Everything you need to know

Most registered retirement savings plans are eventually converted to registered retirement income funds. Here’s what to know about RRIF...

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How to model retirement income in Canada

The risk of having too much money left when you die is real. Often realizing this comes too late...

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Can you save on taxes by owning an investment account with your child?

Jointly owning an asset with a child comes with tax and estate implications. Here’s why it may not be...