The Psychology of Money:What You Need To Know To Have A (Relatively) Fearless Financial Life

No one is entirely rational when it comes to money. We don’t create and follow a budget or save something every paycheck though we believe it would be in our best interest. We know we need a financial plan but put off the work involved...

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RSP or TFSA? Here's how to know which plan makes the most sense for you this year.

When it comes to pensions, most Canadians don’t have a plan at work, so you should be saving for retirement through your registered retirement savings plan (RRSP) or tax-free savings account (TFSA). But which of these plans makes most sense?...

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A Fine Balance Leads to Successful Long-Term Investing

The world’s most ordinary investing strategy has just wrapped up an extraordinary decade by thumping the returns produced by the big brains at Yale and Harvard. But can a plain-vanilla 60/40 portfolio keep on delighting investors?...

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Invest in your future with an RRSP

Your Registered Retirement Saving Plan (RRSP) is a powerful tool to help you save for your future while benefiting from tax deferral opportunities....

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Ten ways to reduce taxes in 2019

Perhaps you heard about the Bank of America ATM in Houston that mistakenly dispensed $100 bills instead of $10 bills this past Nov. 25. When the news got out on social media, quite a crowd gathered at the machine....

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4 Reasons You Should Consider Life Insurance As A Planning Tool

If you’re like most people, you probably think you don’t need life insurance until you provide for a family of your own. Even then, life insurance may not be on your radar when it comes to financial planning....

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A Simple Financial Life Management Plan For Money Avoiders

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How to Talk About Money

At some point, you’re going to have to have a conversation about money — with a spouse, a roommate, your kids, your aging parents — but did anyone ever teach you how to talk about money? Nobody ever taught me!...

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Tax Loss Selling 2018

Heading Towards Year-End As we progress through November, investors should begin thinking about the year ahead and planning for potential tax losses - selling their losing positions to offset capital gains....

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Tax-Loss Selling 2017: ‘Tis The Season...

As we progress through November, investors should begin thinking about the year ahead and planning for potential tax losses – selling their losing positions to offset capital gains. Based on Canadian tax law, capital losses can offset capital gains i...

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