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The superficial loss rules - Have you tripped the wire?

The superficial loss rules - Have you tripped the wire?

Need content to better understand the financial landscape? I have valuable resources for you.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Pay down student debt or invest? Here’s how to handle both

Pay down student debt or invest? Here’s how to handle both

Now comes the hard part: juggling student debt with the desire to start building long-term wealth. For many recent grads, finishing school marks the beginning of paying down the sizable debt they accumulated over the course of their studies.
Your corporate donations just got even more valuable

Your corporate donations just got even more valuable

Need content to better understand the financial landscape? I have valuable resources for you.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Tax Tips to optimize savings –Non-registered accounts

Tax Tips to optimize savings –Non-registered accounts

Take control of your personal finances by understanding the industry better. Check out these resources to get started.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
How to build credit and maintain a good score

How to build credit and maintain a good score

How to build credit and maintain a good score? From credit card approvals to loan interest rates, your credit score’s consequences can help or hold you back from achieving your goals.
How should young Canadians invest in bonds? - MoneySense

How should young Canadians invest in bonds? - MoneySense

For young investors who are building the fixed-income portion of their portfolio, it’s best they keep their approach simple and go for low-cost investment options, experts say.
Trouble dealing with your finances? How to change your money mindset

Trouble dealing with your finances? How to change your money mindset

Trouble dealing with your finances? How to change your money mindset
Holistic Retirement Planning: Balance Your Life With Tomorrow’s Needs

Holistic Retirement Planning: Balance Your Life With Tomorrow’s Needs

"Planning for retirement isn’t just about crunching numbers and growing your nest egg; it’s about achieving a balance between living well today and securing financial freedom for tomorrow."
5 Ways Women Can Avoid Financial Mistakes Inherited From Parents

5 Ways Women Can Avoid Financial Mistakes Inherited From Parents

Gen Z women and 58% of Millennial women consider their parents a trusted source for money advice giving room for inherited financial mistakes to happen
Tax refunds are arriving and Gen Z are the most likely to invest it: survey - National | Globalnews.ca

Tax refunds are arriving and Gen Z are the most likely to invest it: survey - National | Globalnews.ca

A new survey from TD Bank found Gen Z are the most likely Canadians to invest their tax returns once received, but also may be unclear on how some savings accounts work.
What to do if you outlive your retirement savings in Canada - MoneySense

What to do if you outlive your retirement savings in Canada - MoneySense

Some Canadian seniors enter retirement without savings or run out of money over time. Here’s how they can stay afloat financially.
Why Financial Literacy Is Key To Protecting Your Legacy

Why Financial Literacy Is Key To Protecting Your Legacy

Estate planning isn’t just about transferring assets—it’s about preserving your legacy, protecting your family, and ensuring your wishes are honored.
What No One Tells You About Retiring Alone

What No One Tells You About Retiring Alone

If you're single and ready to retire, the next stage of your life could look different from your married peers' lives. You may have a smaller nest egg, but you also might have more freedom to do what you want.
Can you make RRSP contributions after age 71? - MoneySense

Can you make RRSP contributions after age 71? - MoneySense

Here’s why you might see an RRSP deduction limit on your notice of assessment, even when you’ve already converted your account to a RRIF.
How much money do you need to have generational wealth?

How much money do you need to have generational wealth?

"How much money do you need to have generational wealth?
Baby boomers are in the midst of a wealth transfer to gen X and millennials, with both experiencing higher costs."

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