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Financial Planning

A woman takes notes while discussing inheritance rules with an advisor on the phone

Ask a Planner

When does the “plus 1” rule apply to a principal residence? 

There are tax implications to inheriting a second property. But in certain circumstances, you can have two principal residences...

When does the “plus 1” rule apply to a principal residence? 
A man and woman in their 60s are happy about having extra money to invest

Qualified Advice

Where should you invest an extra $50,000 in your 60s?

Where should you invest an extra $50,000 in your 60s?
A couple at home watching Netflix, as we cover the earnings and other investing headlines this week.

Investing

Making sense of the markets this week: January 22, 2023

Inflation comes down—gold goes up, banks earn money no matter the direction, and Netflix retains the streaming heavyweight title.

Making sense of the markets this week: January 22, 2023
A young man in the driver's seat of a car listens to his instructor

Auto

Driving school in 2023 is different: Here’s everything you need to know

Driving school in 2023 is different: Here’s everything you need to know

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A man in a suit, smiles as he's thinking to retire soon. He's also wondering what inflation will do to his savings.

Retired Money

Inflation and investments: Heads up if you’re retired or retiring soon

How will inflation affect your investments? Experts dissect what the rising cost of living means for retirees and those...

Inflation and investments: Heads up if you’re retired or retiring soon
A young woman in a meditative pose breaths in deeply

Making It

How to survive a recession: Six tips for Gen Z and those who haven’t faced one before

Here are some steps young people can take to recession-proof their finances.

How to survive a recession: Six tips for Gen Z and those who haven’t faced one before
A Lululemon store front, as part of this week’s "Making sense of the markets this week" roundup.

Investing

Making sense of the markets this week: January 15, 2023

Retail inventory glut continues, the eye-opening data on future U.S. versus Canadian debt, why our oil isn’t worth as...

Making sense of the markets this week: January 15, 2023
A multi-generational photo, showing the impact of a death in the family, estate planning and the final return

Taxes

The final tax return after death: How it gets done in Canada

The final tax return after death: How it gets done in Canada

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Heashot of Alyssa Davies

My MoneySense

Mixed Up Money’s Alyssa Davies on striving for CoastFIRE, the value of time, and more

Having learned to overcome money regrets, the author and co-host of the Money Feels podcast aims to “coast” into...

Mixed Up Money’s Alyssa Davies on striving for CoastFIRE, the value of time, and more

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