April 27, 2018
We’ve all heard the horror stories of seniors losing everything because they relied on, and were duped by, people in trusted positions. This blog looks at the warning signs that something may not be right.
April 4, 2018
That little bundle of joy can cost you a bundle of cash, according to a new CPA Canada book.
March 27, 2018
You got your paycheque, or at least the amount that’s left after the government has taken its share. Who’s going to spend the remaining amount? Just you, or will other people help you?
March 22, 2018
So much of your time is spent working to earn money, but how often do you consider what you’re going to do with that money?
March 20, 2018
Your financial legacy rests within your will. Due diligence and proper planning now will benefit your loved ones for generations to come. This blog provides some practical considerations for estate planning.
February 22, 2018
Recent changes to the way trusts are taxed can have shocking consequences. Your investments may be eroding your estate. Find out what this means and how to avoid the pitfalls of poor planning.
January 22, 2018
Many of us find ourselves in the same financial rut over and over again. The following blog post offers tips on improving your financial wellness.
January 12, 2018
Financial wellness has less to do with how much money you earn, and more to do with how you manage it.
December 18, 2017
It is important for your business to comply with tax regulations. Here is a brief walk-through of basic tax matters to ensure your business stays tax-compliant.
December 12, 2017
Accounting is a core component of any successful business. Find out what you need to know about basic accounting for your business venture to thrive.
November 27, 2017
While credit, debts and income have a major impact on your ability to obtain a mortgage, there are other issues that affect your eligibility. Learn what to consider before applying for a mortgage.
November 13, 2017
When you find that home you’ve always dreamed of purchasing, are you prepared to qualify for the mortgage? Learn about the key steps to take before shopping for your home.
October 30, 2017
Read this Q&A with CPA Canada’s Doretta Thompson to learn more about the organization’s growing role in bringing financial literacy to Canadians.
October 25, 2017
Learn about the effects of commuting in a personal vehicle on our physical and mental well-being.
October 16, 2017
Canadians spend around 20 per cent of their take-home pay on car ownership while under the impression that the vehicle costs far less. Why is there a gap between actual costs and what we think we spend?
September 25, 2017
In part 1 of this blog post, we examined how to evaluate the potential profitability, and hence the success, of a prospective business. In part 2, we examine key aspects of setting up a business.
September 18, 2017
We often associate getting an education with achieving financial success and security. Learn how a disciplined sense of entrepreneurship can be equally effective.
September 11, 2017
Financial independence is critical for individuals throughout their lives. Here are some important ways you can get your kids to think smartly about money from a very early age.
August 25, 2017
Going off to school this fall—or know somebody who is? Here are some key ways to make your limited college or university dollars stretch.
August 23, 2017
Many self-employed professionals and some employees who do not have employee benefits rely on their spouse for health and dental coverage. Are you aware of the limitations of your spouse’s coverage?
August 16, 2017
Many Canadians have employee benefits plans including life insurance. Do you know how much or the type of insurance you need? Many people do not.
July 18, 2017
Find answers to commonly asked questions about the RDSP for individuals with disabilities.
July 4, 2017
Learn about federal tax measures and other benefits available to individuals living with a disability, and their caregivers.
June 19, 2017
The first blog in this series provided key insights to help planning for retirement. In this second part, we take a look at what you need to start thinking about as you age.
June 5, 2017
With life expectancies increasing and those aged 65 and up outpacing those 0-14 in population growth, it’s time for people to think about how they want to spend their second adulthood.
May 15, 2017
Make your time off more enjoyable and less stressful with these handy apps.
May 1, 2017
Ready for your next vacation? Here are some tips on how to plan wisely for your next trip.
April 20, 2017
Use a step-by-step process to help ease this challenging experience for both you and your loved one.
April 13, 2017
Buying the “latest and greatest” products might feel exciting, but it could cost you big time — and not just in terms of price.
April 6, 2017
Learn about the facts regarding Canadian caregivers and financial factors to consider when faced with caring for an aging family member.
March 24, 2017
Child care expenses may be deductible for tax purposes, but there are some exceptions. Learn how to identify limitations and plan efficiently.
March 13, 2017
New technologies are so intuitive that even young children can use them. Problem is, they don’t always understand the implications when money is at stake.
March 6, 2017
Parents can ready their children for future financial security by regularly investing over their lifetime. What questions should you ask yourself when contributing to your children's savings plans?
February 21, 2017
Familiarity breeds trust and greed can overtake our common-sense approach to our money.
February 6, 2017
Think twice, ask questions and investigate before responding to an email or phone request. Never give out your credit card number over the phone or on an unknown website.
February 1, 2017
We don’t mean to, but parents can inadvertently pass along financial biases and reinforce widespread money myths. Here are some of the most common.
January 23, 2017
In Crowdfunding 101, we got you up to speed with what crowdfunding is. Crowdfunding 102 provides basic steps to follow if you’re considering trying it out for your latest venture.
January 16, 2017
Do you have a money hangover after spending your way through December? Here are a few simple ways to get your finances back on track this month
January 9, 2017
Crowdfunding is a hot topic. It suddenly feels like everyone is talking about it, yet you haven’t gotten on the bandwagon. You’re dying to know—what exactly is crowdfunding?!
December 23, 2016
Don’t ignore your financial logic and allow your spending to run out of control! Regain control by avoiding those common holiday spending mistakes that we’ve encountered over the years.
December 19, 2016
There’s so much pressure to spend lavishly at this time of year, with the hopes of building lasting memories for our families. But what if we’re doing more harm than good?
December 12, 2016
According to Statistics Canada, gift giving is a billion-dollar industry and consumers are paying for it well into the new year. Here are some money-saving tips to control spending and think like Scrooge.
December 5, 2016
The famed NBA star recently shared some pearls of wisdom about business, finances and being a parent
November 21, 2016
Check out these age-appropriate activities for financial literacy month
November 15, 2016
Any time is a good time to look at your personal finances. But since November is financial literacy month in Canada, why not take the opportunity to cross one money goal off your to-do list?
October 28, 2016
You’ve already done your homework from Part 1 and have the foundation ready to prepare a comprehensive financial plan. Now, Part 2 explains how to make, implement and monitor that plan.
October 19, 2016
Comprehensive financial planning encompasses all aspects of financial, and even non-financial affairs, irrespective of how the markets perform. Learn how you can gain peace of mind about your financial future.
October 17, 2016
Deciding how much allowance to give a child is a personal decision, but we’ve compiled the statistics on what other parents are dishing out, as a handy reference.
October 3, 2016
It’s tough enough to get kids in the habit of saving money for a specific goal — let alone putting cash aside for a rainy day. As always, experience is the finest teacher.
September 30, 2016
Having looked at how to save for higher education in Part 1 of this post, now learn how the tax system can further help cover the costs.