Financial Planning - Page 9 - The Globe and Mail

Latest articles

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

September 9, 2025

Want to teach your kids how to invest? Here’s how to get started

September 9, 2025

The silent risk in wealth transfers: families who don’t talk about it

September 8, 2025

With today’s market, investors close to retirement face precarious times

Norman Rothery

September 8, 2025

Why it’s crucial to include RESPs in an estate plan

September 7, 2025

opinion

Financial lessons to instill this fall with your teenager

Anita Bruinsma

September 5, 2025

financial facelift

Can Tom and Pat, both in their early 40s, retire by 50 and still spend $200,000 a year?

September 4, 2025

Waiting to have kids? Here’s how it can impact a financial plan

September 3, 2025

opinion

Layering RESPs into an intergenerational wealth plan

Christine Van Cauwenberghe

September 2, 2025

When an inheritance comes with stipulations: ‘They want control from the grave’

February 17, 2025

paycheque project

Despite high salary and owning a home, Hamilton man in his 30s worries about money: ‘I call it second-guess syndrome’