Are you a top-down or bottom-up saver?
Both savings strategies work, but what works best for your personality?
MoneySense staff
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A plan that does it all
Your financial plan should cover more than just your investments. It should also include advice on retirement, taxes, insurance, cash flow and debt management Retirement Where will your retirement income come from? You’ll likely rely on the Canada Pension Plan, Old Age Security, and your workplace pension plan if you have one. But if that’s [...]
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A perfect portfolio
Want to build a nest egg that gives you the growth you need while protecting you from crashes? Here’s how to do it All great chefs know the secret to great cooking is mixing the right ingredients in the right amounts. Turns out putting together the perfect retirement portfolio isn’t much different. As in cooking, [...]
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Where can you find more money to invest?
Would you like to save more every year? Here are some tips that really work 1. Consider going from two cars to one. You could save up to $10,000 a year in insurance, repair, maintenance and gas costs by running only one car and using public transit for some trips. 2. Pay yourself first. Set [...]
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THE BIG EVENTS
Whenever you run into one of these major life events, it’s time to check in with your adviser Getting married The average cost of a wedding in Canada is $27,000. Make sure to plan for that expense by drawing up a budget as a couple. Will you be pooling all your assets or have separate [...]
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How much will you need for your dream retirement?
It’s one of the most common retirement questions out there—and one of the most difficult to answer: How much will you need to save?
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RRSP OR TFSA?
As the RRSP deadline approaches, some Canadians wonder whether they should use a TFSA instead. Here’s how to find out
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MoneySense Guide to Buying and Selling your Home
It has everything you need to know to successfully buy, sell or invest in Canadian real estate
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MoneySense Guide to Retiring Wealthy
It’s everything you need to know about retirement, in one easy-to-follow book from the editors of MoneySense.
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MoneySense Guide to the Perfect Portfolio
The MoneySense Guide to the Perfect Portfolio is a step-by-step approach to a whole new investing strategy that lowers your fees, boosts your returns and lets you sleep well at night. From MoneySense index investing expert Dan Bortolotti.
