On the street, a well-dressed woman reviews for finances using an app on her phone

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Goal tracking is an important part of proactive financial...

Tools and habits to stay on track with your money goals

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How spouses with joint accounts should claim capital losses

A couple with a pair of joint accounts wants...

How spouses with joint accounts should claim capital losses
A couple sit together on a bench, discussing how to withdraw from savings with tax efficiency.

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A Canadian couple wonders about winding down their taxable...

Tax-efficient retirement strategy options for Canadians
A toddler plays with a doll house to symbolize owning a home, after inheriting it from the grandparents.

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Can I leave a house to minor children?

When preparing your estate plan, does it make sense...

Can I leave a house to minor children?

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A senior-age couple in party clothes celebrate a birthday

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Should RRIF withdrawals be based on the younger spouse’s age?

Is there an advantage to using a younger spouse’s...

Should RRIF withdrawals be based on the younger spouse’s age?
A person stands at the summit of a mountain, looking down at the clouds

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Does TINA still apply for the stock market? Are GICs and bonds a new option for Canadian investors?

Here’s why it’s still true that there’s no alternative...

Does TINA still apply for the stock market? Are GICs and bonds a new option for Canadian investors?
A middle-aged couple enjoy downtime in the park home they plan to sell in the U.S.

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Mary and Vic are selling a property in the...

What are the tax implications of selling U.S. real estate?

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What Canadians living in the U.S. need to know about TFSAs

TFSAs are not "tax-free" in the eyes of the...

What Canadians living in the U.S. need to know about TFSAs

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TFSAs

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Consider these five factors before deciding whether to contribute...

TFSA vs RRSP: How to decide between the two

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