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Happy senior couple feeling nostalgic while looking at their photo album at home.

Ask a Planner

What happens when you inherit an IRA or 401(k)?

Learn how inheriting a US IRA or 401(k) works for spouses and non-spouses, including taxes, withdrawal rules, and opportunities...

What happens when you inherit an IRA or 401(k)?

Newcomers to Canada

What replacing my tires taught me about planning for retirement

Preparing to support yourself in your elder years is a cultural norm in Canada that newcomers must adapt to....

What replacing my tires taught me about planning for retirement
Photo of different amounts of money to symbolize tax brackets in Canada, both federally and in the provinces and territories.

Taxes

Income tax brackets in Canada (2026)

Find the 2026 Canadian federal and provincial tax brackets for 2025 income. Learn how marginal tax rates work, estimate...

Income tax brackets in Canada (2026)
Signage is seen on Manulife Financial Corp.'s office tower in Toronto, Tuesday, Feb. 11, 2020.

Stocks

Stock news for investors: Q4 results from Manulife, Sun Life, Air Canada, and more

Manulife reports $1.5B in Q4 profit while Air Canada rebounds to $296M. See how Sun Life, Brookfield, and other...

Stock news for investors: Q4 results from Manulife, Sun Life, Air Canada, and more

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A person uses the calculator app on their phone in a photo illustration made in Toronto, on Monday, Sept. 22, 2025.

Investing

Old-school financial advice that no longer applies

From the 30% housing rule to the 4% retirement rule, financial advisers say outdated money advice is due for...

Old-school financial advice that no longer applies
Senior couple reviews paperwork together

Ask a Planner

How to unwind a spousal loan

A lot of spousal loans and other prescribed rate loans were established over the past 10 years. How do...

How to unwind a spousal loan
Canadian using his cell phone to check our Best robo-advisors in Canada ranking for 2024.

Investing

Best robo-advisors in Canada for 2026

Find out which Canadian robo-advisors offer the lowest fees, helpful support, best returns, and most account types with the...

Best robo-advisors in Canada for 2026
Unhappy American couple managing home accounts in kitchen, trying to save some money by cutting family expenses. Finances, bankruptcy, taxes, money, accounting and financial problems concept

Debt

Holiday debt hangover: How to get your finances back on track

Many Canadians start the year with credit card debt and stretched budgets. Learn practical strategies to manage holiday...

Holiday debt hangover: How to get your finances back on track

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Three generations of women sitting together and smiling

Retirement

Canadians fear a tougher road to retirement—and plan to help their kids along the way

Most Canadians say saving for retirement will be harder than it was for their parents, with many expecting to...

Canadians fear a tougher road to retirement—and plan to help their kids along the way

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