Personal finance

Kate has two kids: One is good with money, one is not. How should she structure her estate?

Pathetic returns: $10,000 invested in bonds five years ago was worth $10,079 this week

Are you getting an inheritance – and what about your friends?

The question people planning their retirement keep asking: How much of my savings can I afford to give my kids?

Increase to capital gains inclusion rate has led some business owners to re-evaluate their plans

The hidden cost of 30-year mortgages, and why it’s OK to pay it

Why DIY investors are turning to financial professionals as retirement approaches

CI Financial CEO says he is comfortable with current debt levels

On customer satisfaction, Wealthsimple and other low-cost players take big bank online brokerages to school

How the federal budget’s AMT changes affect tax planning

Developing a financial plan to help clients care for an aging family member

Debt Diaries

Parents, what money messages are you sending your kids?

Can Thelma, 61, retire soon without cutting back on her spending?

Can your current mortgage lender affect whether you can make a switch? In my case, it did

A toolkit for capital gains decision-makers

This is how much homeowners are spending to replace a roof or furnace and fix a toilet

How this former food industry business owner is finding new identities in retirement. Plus: How to calculate a capital gain on your cottage – and save on taxes

How to overcome ‘savings guilt’ when you’re living paycheque to paycheque

Why I just cancelled Netflix after 13 years

What young people can do when homeownership seems out of reach

Incomes tell the story of who is wealthy in Canada better than cottages and capital gains

What to consider when developing a financial plan for parents with disabled children

Can Matthew, 57, and Lizzy, 56, afford to retire in three years?

Some interest rates for investors have risen lately - here’s how to take advantage

They tried for a flight using Aeroplan and ended up booking the train

If we’re angry about high prices, why do we let the investment industry get off easy?

Owe the tax man but can’t pay? Ignoring the problem will only make things worse

What a U.S. ruling on net investment income tax could mean for Canadian dual citizens

An immigrant’s take on banking and home buying in Canada

Could you lose your family doctor because of higher capital gains taxes? That does not compute

Financial pessimism rising alongside interest rates, inflation: ‘I’ve had to re-evaluate what is possible’

Advisors rush to revamp tax strategies after Ottawa’s surprise change to the capital gains inclusion rate

Where the CRA is focusing audit activity this year