Financial Planning

24 Nov Working with change, instead of fearing it

Posted at 00:00h in Financial Planning

Non-farm family businesses are in the throes of succession planning too. With the help of Chris Clarke,...

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15 Oct Brad Brain: Financial literacy resources

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I noticed that there is a bit of a theme that has been running through the articles...

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15 Oct Tax instalments may be more baffling this year

Posted at 00:00h in Financial Planning

By: David Christianson, BA, CFP, R.F.P., TEP, CIM "Dollars and Sense" I became unusually incensed a couple of...

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15 Oct Teacher and single mother can retire at 55 with room to spare, if she plays her cards right

Posted at 00:00h in Financial Planning

Brooke needs to boost investments to save for her son’s education and pay off her mortgage A woman...

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15 Oct Making RRIF withdrawals during the pandemic

Posted at 00:00h in Financial Planning

A tax expert at the IAFP symposium discussed the factors to consider Tax tips tailored to the pandemic...

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06 Aug How to Not Run Out of Money

Posted at 00:00h in Financial Planning

Running out of money is a major fear for retirees, but there are ways to make sure...

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15 Jul Should these high-income millennials take advantage of a work pension buyback program?

Posted at 00:00h in Financial Planning

A specialist in his field of medicine, Victor knows his family is unlikely to ever want financially....

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15 Jul Early retirement comes at too high a cost for Ontario man with two decades to run on his mortgage

Posted at 00:00h in Financial Planning

Family Finance asked Derek Moran, head of Smarter Financial Planning Ltd. in Kelowna, B.C., to work with...

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15 Jul To CPP or not CPP?

Posted at 00:00h in Financial Planning

The debate about when to take CPP and OAS is one that is revisited frequently online and...

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