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How to budget for charitable giving

…your money. Charitable giving can also help your household bottom line by reducing the amount of tax you pay, since charitable donations can be claimed as a tax credit. When…

6 min read
Article

Using annuities for other financial planning goals

On this page you’ll find 1. Money for your estate: An insured annuity 2. Money for charity: A charitable gift annuity In addition to providing a guaranteed income, annuities can…

2 min read
Article

4 ways to borrow to invest

…margin, you borrow money from your investment firm to pay for part of your investments. Margin investing is very risky — you could lose more money than you originally invested….

3 min read
Article

4 ways to borrow to invest

…margin, you borrow money from your investment firm to pay for part of your investments. Margin investing is very risky — you could lose more money than you originally invested….

3 min read
Article

Be cautious with celebrity endorsements

…member before sending money. Being cautious of high-pressure sales tactics. Not sending money or other forms of money to someone you haven’t met. Learning more about scams that use regenerative…

4 min read
Article

Choosing your asset mix as an investor

…asset classes are: Cash and cash equivalents – Such as savings accounts, GICs and money market funds. Fixed income investments – Including bonds, fixed income mutual funds and fixed income…

6 min read
Article

Your first meeting with your advisor

…cover: Why you’re saving or investing (e.g., for retirement, education savings or other reasons). What you own, what you owe and the income you earn. Your comfort level with risk,…

1 min read
Article

6 money management tips for the sandwich generation

…your multi-generational family is eating away at your savings, check out these 6 tips to help get back on track. Learn more about workplace and government benefits for caregivers If…

3 min read
Showing results 141-150 of 317