Shannon Lee Simmons defines “emotional return on investment” and her take on personal debt
Author and Certified Financial Planner Shannon Lee Simmons explains her definition of financial value, and how she overcame...
Financial Advisors
How to make better financial decisions—without regret—in a crisis
What is a decision crisis? How do you know if you’re in one, and what do you do next?...
Reading the “Annual Returns of Key Asset Classes”—what it means for Canadian investors
Our Retired Money columnist talks of the importance and lessons investors can glean from Franklin Templeton’s charts of Annual Returns of...
Tools and habits to stay on track with your money goals
Goal tracking is an important part of proactive financial planning. Here are some tools and habits to try to...
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What newcomers need to know about investing in Canada
New to the country? Here’s your quick-start guide to the investing landscape in Canada, including tax-sheltered accounts, inflation and...
How to set financial goals that are realistic and achievable
Goal setting is an important financial strategy, but the key is to set goals that are realistic, relevant and...
“My financial advisor overcontributed to my TFSA—now what?”
Overcontributing to a TFSA can be costly, especially if it goes unnoticed. What can you do if the error...
What it’s like to work with a financial advisor
If you’ve never worked with a financial advisor before, here’s what to expect—starting with how to find an advisor...
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How financial advisors can help at different life stages
Whether you’re a newlywed or looking forward to retirement, a financial advisor can help you plan for a healthy...