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Latest news in Financial planning

Stock Market Data. Candle stick stock market tracking graph.

ETFs just turned 30, and investors are taking note

Investors plan to increase their holdings in ETFs or invest in ETFs for the first time, according to a survey

Emotional Stress, Bankruptcy, Finance

What the debt-to-asset ratio reveals about financial distress

New StatsCan study finds debt-to-asset reveals more than debt-to-income

  • By: Staff
  • June 26, 2019 June 26, 2019
  • 10:55
Image of dark night with lightning above stormy sea

How advisors help in choppy markets

There’s value in having a financial advisor to guide you—especially when markets are bumpy

Stack of money coins, Little tree Glowing with account book finance for background. banking concept in growth, step by step for success in startup business

Embrace volatility with dollar-cost averaging

DCA helps investors weather the storms of fluctuating prices

Pregnancy test

Get finances in order for parental leave

Consider that your expenses will be higher since you’ll have an extra person to feed and clothe. Here's how Canada's EI program works

Couple Meeting With Financial Advisor In Office

What happens when advice breaks up with investments

Advisors get proactive and creative

Hands Giving & Receiving Money

How an interest rate rise affects prescribed loans

Watch for effects on spousal and employee loans

  • By: Doug Carroll
  • September 18, 2017 September 9, 2018
  • 00:00
Moving boxes in new house. Real estate concept.

What you should know before buying your first home

What to expect from your advisor as you go through the process

How Game of Thrones’ Tyrion Lannister can capitalize on his cleverness

Now that he can’t access his family’s fortune, how can he secure his luxurious lifestyle?

Financial advice for your favourite TV characters

Whether it's child support, estate planning, budgeting, succession planning or something else, there are lots of real-life lessons to learn from the troubles of our…

  • By: Staff
  • June 7, 2017 August 9, 2018
  • 00:00

2 Broke Girls don’t have to be broke

Advisor to Client asked two business planning experts how the friends can structure their two businesses for success.

Case study: When someone dies before making a will

What to do

Budgeting help for New Girl’s Nick Miller

Here's how Nick can pay down his debt and create a more organized financial future.

How New Girl’s Nick Miller can stop fearing finance

Nick Miller is great at sleeping in, bartending and being a grumpy thirty-something in Los Angeles, but he’s deplorable with money.

Parental leave boosted to 18 months

There's also a new 15-week benefit for caregivers.

Tax tips for Canadians between jobs

Consult these tax reporting tips if you lost your job

Why you should plan for a longer retirement

It’s no secret you'll likely live longer than you expect — perhaps spending up to 30 years in retirement

  • By: Staff
  • February 16, 2017 February 16, 2017
  • 00:00

Jake Peralta, Brooklyn Nine-Nine, needs a stable financial future

Time to grow up

How Brooklyn Nine-Nine’s Jake Peralta can get out of debt

What should he do to get his life in order?

Quiz: How financially capable are you?

To find out more about your financial capability, take this quiz developed by Prosper Canada

  • By: Staff
  • February 3, 2017 February 3, 2017
  • 00:00

How to prosper during the Year of the Rooster

On January 28, people in countries all over the world will celebrate the Year of the Rooster.

  • By: Staff
  • January 20, 2017 January 20, 2017
  • 00:00

Financial advice for The Bachelor

Nick Viall is going all in

Tax strategies for passing on Modern Family’s closet business

Once Jay and Claire sort out their succession plans for Pritchett’s Closets and Blinds, Jay can turn to minimizing how much tax he’ll have to…

Modern Family’s Claire Dunphy gets succession planning help

Though Claire, who is in her 40s, is years away from retirement, there are several reasons why creating a succession plan for the family business…

Get on track with these financial literacy tips

CRA has tips that will empower you to make better financial decisions

  • By: Staff
  • November 16, 2016 July 17, 2018
  • 00:00