Do retirees need life insurance?
A Certified Financial Planner looks at the different strategies to ask your own advisor: Is life insurance the answer?
Taxes
Tax due dates, credits and more: Your 2024 income tax return guide
We have everything you need to know about tax credits, changes and deadlines, and more. Get the info you...
Mortgage Guide for Gen Z: The true costs of home ownership for young Canadians
What is the cost of buying your first home as a Gen Z? Find out the total costs you’re...
Ontario Trillium Benefit payment dates in 2025, and more about the OTB
The Ontario Trillium Benefit is a combination of several tax credits. Here’s how the OTB works, who’s eligible for...
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How are bonuses taxed in Canada?
If you’re getting a year-end work bonus or a raise, congrats! Before you spend it, know what deductions to...
What drove U.S. inflation in January 2025
Inflation prices jumped to 0.5% from January to December, which was the largest increase since August 2023.
“I have receipts”: Why you need to keep Canada income tax documents
You can’t just claim anything. In preparing to file your income tax return, you will need to save receipts...
How your net income gets calculated for tax and OAS
To minimize taxes and maximize benefits, learn the difference between deductions, credits and other forms of tax relief by...
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What Canada’s deferred capital gains tax change means for your taxes
The federal government has made a last-minute change to its capital gains inclusion rate increase. However, other tax changes...