Today, financial decisions are intertwined with daily life, relationships, and long-term goals. The ability to communicate openly about money can make or break both your finances and your…
Read more Why healthy money conversations are key to building wealth togetherEducation is expensive, homeownership is delayed, careers have evolved. There’s a new set of milestones for financial adulthood, and timelines have changed. The first goal for young people…
Read more The new financial roadmap for Gen Z and young CanadiansIf you’ve ever wondered how your choices compare to other Canadians, PolicyMe’s newly released 2026 study, Canadian Term Life Insurance: A Market Snapshot, provides some answers. The study…
Read more New study highlights trends in Canadian term life insuranceWe set up our wills and power of attorney documents with the same lawyer in Ottawa, so I knew where to access the documents, and even where in…
Read more Warning to caregivers: Expect a scavenger huntYoung people face many of the same job challenges as older workers, plus some extra ones, like limited work experience. Still, they have one major advantage: time. Younger…
Read more Gen Z Canadians face job losses—but time is on their side – MoneySenseChanging your tax residency Canadian residents must report their “world income” in Canadian funds. When they become non-residents, they must file a final tax return as of the…
Read more Moving abroad? Think about the tax consequences – MoneySenseAs your financial needs change from early career to mid-life to pre-retirement to retirement itself, so, too, should the way you approach your investments. Setting foundations and leaning…
Read more A practical guide to investing at every life stage – MoneySenseIn CRA’s words, you are considered a first-time home buyer if: … you did not, at any time in the current calendar year before the account is opened or…
Read more Can I still use my FHSA after my spouse bought a condo? – MoneySenseOr, as U.S. retirement guru Wade Pfau recently put it, “A retirement income plan should be based on planning to live, rather than planning to die.” The Michael…
Read more In planning for retirement, worry about longevity rather than dying young – MoneySenseFinancial stress is common. The nation’s Financial Consumer Agency reports that nearly half of Canadians have lost sleep because of it. In addition, it can be detrimental to…
Read more From flight to fight: How to strengthen your financial resilience – MoneySenseWhile moving back home could help achieve your goals faster—paying down debt, boosting your emergency fund or saving for a house—experts say it’s important the decision is grounded…
Read more Moving back home can save money—but only if you plan – MoneySenseMake finances easier with automation Automating your finances generally means setting up automatic payments for bills and recurring investment or savings deductions from your bank account. It may…
Read more How automation can simplify your finances – MoneySenseWhat to check monthly Budgeting should happen consistently and frequently, said Jason Heath, an advice-only financial planner at Objective Financial Partners. “If you really want to get into…
Read more How often should you check in on your finances? – MoneySenseMany Canadians missed key goals A year ago, 51% of respondents to a similar poll said they wanted to pay off their debt in 2025 but only 26%…
Read more So you fell short of your financial goals in 2025—here’s how to do better – MoneySenseExperts say you don’t have to rush the analysis during the peak holiday season. Instead, you can split the task into smaller chunks and prioritize based on deadlines.…
Read more Plan for financial success in 2026 – MoneySenseI had originally planned to focus exclusively on that book but ended up on a related project on my own site, which involved asking more than a dozen…
Read more The 4% rule, revisited: A more flexible approach to retirement income – MoneySenseFor many newcomers to Canada, personal and financial goals can feel like they are pulling in opposite directions. You want to say yes to everything—travel, dinners out, live…
Read more Balancing personal and financial goals as you build a new life in Canada – MoneySenseThe great wealth transfer is upon us. DAVID MAMMINA: ‘It really depends on the person themselves on how they want to determine how their money goes when they…
Read more How to prepare for the $84 trillion wealth transfer | Long Island Business NewsBut long-term confidence doesn’t mean that Canadians are untouched by the current economic environment. While 68% said they’re confident they’ll ultimately meet their milestones, over half (51%) said…
Read more Most Canadians feel confident about affording life milestones—but many are still putting them off – MoneySenseIt’s not pleasant to think about death or a medical emergency, but one of the greatest gifts you can give your loved ones is being prepared for those…
Read more 5 On Your Side: How to plan your digital estate for peace of mind
