Financial planning
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Switching jobs? Six financial decisions to make before you go
Six factors to consider when changing jobs: Make the right decisions for your group retirement and group benefits programs and other financial matters.
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Using your RRSPs for a home down payment
You can use money from your RRSP accounts to help with a down payment when buying your first house or condo through the Home Buyers’ plan.
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Changes to the capital gains tax—what could they mean for you?
The 2024 federal budget proposed changes to the capital gains tax. See how they may apply to you, and what they could mean for your retirement planning.
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Making saving for retirement easier— with your phone?
Your retirement years can be some of the most exciting and adventurous of your life. For Canadians, those years are getting longer. Retirees are living decades after their careers end, which makes saving for retirement more important than ever. Your smartphone can be a secret weapon to help you save.
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Thinking of becoming a snowbird?
If you’re thinking of becoming a ‘snowbird’ and spending next winter in the U.S., consider some of the key financial implications of a lengthy stay.
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Why you need both retirement savings and emergency savings
Learn why it’s important to have emergency savings as well as retirement savings and how to save for both.
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Tax checklist for retirees
A tax-efficient strategy in retirement can help you take advantage of the many tax incentives and credits available to retirees in Canada. To help you get ready to file your taxes this year, here’s a checklist of steps you can take to reduce your taxes in retirement.
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What can I do with my income-tax refund?
If you’re expecting an income-tax refund, now is a good time to think about how to make the most of it. Here are three ways you can turn your refund into a smart investment for your financial future.
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Tax planning for retirement
Is your retirement coming up soon? As you get ready for this exciting time, be sure to put tax planning on your checklist. Here are three things to consider to help you get started on your tax planning for retirement.
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Financial tips for multigenerational living in Canada
We have financial tips to help make multigenerational living in Canada easier and cost-effective. Newcomers and immigrants can maximize savings and tax benefits.
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