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Financial Planning

The Intelligent Fund Investor book, showing the chapter entitled "It's a matter of beliefs and behaviour/"

Investing

Book review: The Intelligent Fund Investor by Joe Wiggins

Selecting funds based on past returns, stories about “the next best thing” and so on can be costly mistakes....

Book review: The Intelligent Fund Investor by Joe Wiggins
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

Ask MoneySense

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

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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
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

MoneyFlex

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

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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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