What is wealth insurance?
Charles wants to know if he should consider buying wealth insurance in order to maximize the after-tax value of...
Financial Planning
How to leave money to an adult child with no investing know-how
Dee wants to ensure that her son receives a regular monthly income, while protecting the lump sum of his...
Gifting real estate to your adult children
Consider the impact of potential capital gains tax, what might happen to the property if your child gets divorced...
Getting a head start on their golden years
Tim is 47, and his wife is 46. They’re aggressively paying off their mortgage and will have defined benefit...
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10 things private schools won’t tell you
Some private schools deliver great educations. Others are major disappointments. We set out to discover what really goes on...
“Should I loan investments or money to my spouse?”
The idea is to split income, following Canada Revenue Agency guidelines, so the family pays less tax overall.
The life-changing magic of low-cost investing
When it comes to your returns, a penny saved on products and advice is a penny earned.
Do teenagers need to file a tax return if they work part-time?
Like many milestones, this one can be used as a “teachable moment” for kids and parents.
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That viral “aging challenge” could help your retirement
Research study participants who were shown photos of their future selves put aside more money for their post-work years.