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Financial Planning

Grieving family gathers around computer to sort through their parents' estate

Ask a Planner

“Our parents just passed—What do we do about their estate?”

Two siblings’ complex inheritance provides a case study in minimizing death taxes.

“Our parents just passed—What do we do about their estate?”
Woman paying for a meal out, noting the rise in inflation and lifestyle creep

Spend

How to beat inflation: First, tackle lifestyle creep

Managing lifestyle creep is challenging financially and psychologically, especially with inflation. Expert strategies keep day-to-day spending in check.

How to beat inflation: First, tackle lifestyle creep
Bitcoin advertisement on a bus (Bitcoin is halving in 2024)

Investing

When is bitcoin halving in 2024?

Bitcoin’s next “halving” is right around the corner. Here’s what you need to know.

When is bitcoin halving in 2024?
Couple looking at their cottage, wondering what the impact of the capital gain changes from Budget 2024

Investing

Making sense of the markets this week: April 21, 2024

Capital gains tax inclusion rate will increase (for some), Netflix chills, U.S. bank earnings solid, and will the loonie...

Making sense of the markets this week: April 21, 2024

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A couple nearing retirement embrace on the beach
How annuities work in Canada
A woman smiles as she video chats on her laptop.

Financial Planning

How to choose a financial advisor in Canada

How to choose a financial advisor in Canada
Chrystia Freeland shown, as the tech industry responds to the federal budget for 2024

Save

How will the changes to capital gains in Canada affect tech sector?

Tech industry warns that the budget's capital gains proposals could cause “irreparable harm.”

How will the changes to capital gains in Canada affect tech sector?
Young Canadian family grapples with budget

News

Federal Budget 2024: How it will affect Canadians’ finances and taxes

Learn how the federal government’s 2024 budget can affect you and your money.

Federal Budget 2024: How it will affect Canadians’ finances and taxes

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A woman on her phone trying to get the money back from a scam.

MoneyFlex

6 phishing scams targeting young Canadians (and how not to fall for them)

Gen Z isn’t immune to phishing scams. Find out the most common schemes targeting young Canadians and 7 ways...

6 phishing scams targeting young Canadians (and how not to fall for them)

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