A Financial Game Plan for Newlyweds
John and Jane spent months planning their dream wedding—and a lot of money to make it happen. Now that the…
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Avoiding Common Financial Mistakes in Retirement
Retirement is a milestone many eagerly anticipate – a time to relax and enjoy the fruits of years of labor.…
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Life Insurance: What You Need to Know
When it comes to life insurance, the name is a little misleading—it’s not really for your benefit. It’s there to protect the…
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9 Common Ways Canadians Erode Their Wealth
Managing money isn’t always glamorous, but small missteps can quietly chip away at your nest egg. Avoid these nine wealth-killers,…
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Tax Efficient RRSP Withdrawal Strategies
Many Canadians diligently contribute to their Registered Retirement Savings Plans (RRSPs) throughout their working years, aiming for a comfortable retirement.…
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Late-Career Retirement Planning Possibilities
Remember when the government rolled back the age for Old Age Security (OAS) eligibility to 65? A lot of Canadians…
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Estate Planning for the Terminally Ill: A Practical Guide
If you’re between 35 and 65, chances are you know someone who has been diagnosed with a terminal illness. It’s…
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Protect Yourself from Online Financial Scams
Hey there! The online world is full of opportunities—but unfortunately, it’s also full of scammers looking to take advantage of unsuspecting people. According to the Canadian Anti-Fraud Centre (CAFC)1 over $600 million was lost to fraud in 2024. The first line of defense against fraud is simply educating oneself about the facts.
The good news? You can protect yourself. The CAFC website provides a wealth of information for anyone looking to become fully informed about the wide variety of methods fraudster’s use to steal people’s money.