FHSA Considerations for 2024
With the launch of the First Home Savings Account (FHSA) in 2023, many Canadians opened accounts to start saving for...
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
With the launch of the First Home Savings Account (FHSA) in 2023, many Canadians opened accounts to start saving for...
At first glance, many investors are left wondering whether they should invest in a Tax-Free Savings Account (TFSA) or an...
We all want to live long lives. We all expect to live long lives. But are we financially prepared for...
As a long-term investor, you know following time-tested investment principles can help you manage financial risk. Using the same principles...
If you’ve received a tax refund this year, you may be wondering what to do with the money. Before we...
The Canada Pension Plan (CPP) pension is designed to provide a modest stream of income to Canadian retirees. For those...
To save for retirement with confidence, it’s important to think about when you want to retire and how you want...
Have your retirement plans changed because of COVID-19? If so, you have plenty of company. Nearly eight million Canadians say...
Most people recognize the need for life insurance – but many still don’t have any, or have the wrong type...
It’s that time of year again, and the deadline for filing your 2023 taxes is just around the corner. With...
In February 2022, the greatest quarterback of all time announced his retirement from professional sports at the age of 44....
Canada Pension Plan (CPP) and Old Age Security (OAS) retirement benefits both have a normal start date of age 65....
Harry is a 68-year-old widower who is exploring strategies to make his estate plan more efficient. One way to do...
Trusts are an important planning tool for many Canadian households. Some benefits can include tax planning opportunities, and estate management....
You and your partner may agree on many key issues facing you at your current stage of life, such as...
If you’re close to retirement, you’ll have several financial issues to consider. But you’ll want to pay attention to one...
Many Canadians find themselves at the crossroads of financial decisions as their mortgage renewal date approaches. Today, families are reassessing...
The approaching 2023 RRSP deadline is like a financial compass pointing toward the need for decisive action. Are you prepared?...
What is Automatic Investing? While data shows that younger generations are challenging old adages related to personal finance, there are...
As the calendar page turns toward the year’s end, it is time to take stock and do an annual check...