Financial Planning - Page 7 - The Globe and Mail

Latest articles

October 6, 2025

Canadian advisors will soon get access to content from financial planning guru Michael Kitces

October 3, 2025

financial facelift

Should Ann-Marie, 60, sell her condo so she can spend $100,000 a year in retirement?

October 3, 2025

retire rich

What’s happening with RRIF withdrawals? Retirees want clarity as end of year looms

October 3, 2025

opinion

The three paths to early retirement: entrepreneurship, investing or optimizing

Kristy Shen and Bryce Leung

October 2, 2025

‘How do I encourage my heirs to take more interest in investing their inheritance after I’m gone?’

October 1, 2025

From down payments to tuition, later-in-life divorces affecting plans to support adult children

October 1, 2025

Canadians struggling to sell their homes face financial planning implications

September 29, 2025

Why emotions can matter as much as money in legacy planning

September 26, 2025

globe advisor weekly newsletter

Why some advisors avoid the term ‘death binder’

September 25, 2025

New baby, new home: how to handle a financial double whammy

September 25, 2025

‘I’ve been managing my own finances. Now that I’m entering my 70s, should I simplify my investments?’

September 24, 2025

opinion

Why conflicted advice isn’t just a bank problem

Colin White

September 23, 2025

Five pearls of wisdom from a legend of financial writing

September 23, 2025

Want to splurge without guilt? Try this sinking funds strategy

September 22, 2025

The pros and cons of using life insurance to fund education costs

September 19, 2025

financial facelift

Can Warren, 62, retire in two years while maximizing his RRSP and TFSA?

September 19, 2025

newsletter

Business Brief: Summer camp for financial independence

September 18, 2025

How to outsmart an irrational stock market

Tim Shufelt

September 18, 2025

‘We’re in our mid-50s. Do we have enough money to retire comfortably in a decade?’

September 17, 2025

Avoid the Succession scenario – How to help clients pass the business baton

September 16, 2025

opinion

Why the iA-Richardson deal is progress for independent financial advice

Joe Millott

September 14, 2025

opinion

Beyond RESPs, how else can we save for our children’s future?

Erin Bury

September 12, 2025

globe advisor weekly newsletter

When should clients close an RESP account?

September 11, 2025

Investors stuck paying annual fees at private debt funds that halted redemptions, sometimes for years

Tim Kiladze

September 11, 2025

behind the advice

This advisor’s business gumption comes from his dad and the birth mother he met later in life