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Financial literacy

Say what?! 5 financial buzzwords we kept hearing in 2023

We’ve picked five words and phrases that capture the financial mood of 2023. From quiet hiring to soft saving,...

Say what?! 5 financial buzzwords we kept hearing in 2023
Three people at different stages of their retirement wondering if CPP is indexed to inflation and more.

Retired Money

Inflation a scourge for retirees? Ottawa’s silver lining(s)

Inflation and taxes—both can affect retirement income. Thankfully CPP, OAS and GIS have inflation indexing. Here’s how it may...

Inflation a scourge for retirees? Ottawa’s silver lining(s)

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U.S. withholding tax in an RRSP for Canadians

For Canadians who have withholding tax on U.S. income in an RRSP, sometimes this tax can be avoided.

U.S. withholding tax in an RRSP for Canadians
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Columns

Tax implications of making transfers between registered accounts

When transferring money from LIRA to a LIF and RRSP, would that result in being taxed twice?

Tax implications of making transfers between registered accounts
An investor thinks about how to report taxes on her ETFs.

Ask a Planner

How to file your taxes when you own ETFs

Let’s look at the tax implications of holding ETFs in a tax-free savings account, and the tax differences between...

How to file your taxes when you own ETFs
Coworkers discuss their retirement savings plans.

MoneyFlex

The best way to save for retirement in your 20s

Financial experts often tell young people to start investing early to benefit from compound growth. But what if you...

The best way to save for retirement in your 20s
Father with adult children, toasting during good times. The father is happy as he's taken care of his estate and avoided probate fees in Ontario.

Estate Planning

How to avoid or reduce probate fees in Ontario

Read about the practical strategies to reduce or avoid probate fees in Ontario, and ensure a smoother transfer of...

How to avoid or reduce probate fees in Ontario
A smiling young woman checks her investments on a tablet

ETFs

How to buy Fidelity ETFs in Canada

How to buy Fidelity ETFs in Canada
A Canadian woman in her 60s, pondering if, as a senior, she should cancel her life insurance.

Ask a Planner

Should seniors cancel their life insurance policies?

At what point do we no longer need life insurance? You will find the answer by going back to...

Should seniors cancel their life insurance policies?