These infographics summarize the results of global research that helped illustrate the value of financial planning with an appropriate professional.
When it comes to money, many of us are tripped up by mental accounting errors. Talking to a professional with help you overcome this challenge.
An encore career is a great time for a fresh start. Learn how to make a financially rewarding transition back into the workforce.
A financially secure retirement may be a thing of the past. Here’s how you can ease the pressure and hasten the return to stress-free senior years.
Working past age 80, credit card debt, the vanishing pension plan. Read the national survey that looks at financial jeopardy among Canada’s seniors.
Learn about the third stage of retirement and what you should be aware of when it comes to preparing for medical expenses and other long-term care costs.
In the second phase of retirement, your healthcare expenses may increase as you seek more help with your day-to-day needs. Here’s what you should know.
In this first in a series of three articles, a CFP® professional shares tips for transitioning into retirement.
This overview of the three-part “Navigating Retirement” series, outlines common priorities and missteps when planning for your post-work years.
Canadians ranked money as their greatest stress according to the latest Financial Stress survey commissioned by Financial Planning Standards Council (FPSC). Read the full results.
Leaving your retirement planning to your partner, your kids or an employer is not the best plan. Here’s how you can take matters into your own hands.
Regardless of how you came to fly solo, there are unique financial challenges to manage. Learn how you can live life to the fullest without sacrificing enjoyment.
Research suggests women feel they lack comfort and knowledge of financial matters. Learn how you can empower yourself and the women in your life to realize financial independence.
A national survey illuminates the financial secrets that Canadians are keeping from their partners. View the full results.
The saddest time of year is considered to be between Blue Monday and Valentine's Day. Here's what you can do to wipe away the financial winter blues.
Identity theft doesn't just affect adults. Increasingly, children are also being targeted. Follow these tips to help protect your kids from identity theft.
Use of credit and debit cards, online shopping and social media can increase your risk of identity theft. Learn how you can protect yourself.
Not sure how to begin your search? Use this helpful guide to find a financial planner that meets your unique needs.
While much value is placed on boosting literacy, financial literacy receives far less attention. Find out what consequences this carries for Canadians.
The holidays are chaotic but they don't have to be. Follow these ten tips and plan for a stress-free (and debt-free) holiday season.
A national survey commissioned by FPSC in time for Financial Planning Week (November 19-25), reveals that Canadians’ lack of financial confidence may be preventing them from getting the financial help they need. Learn more
Are you turning a blind eye to your personal finances? A national study helps explain why Canadians are avoiding planning for their financial futures.
Are you clearing financial obstacles for your children at the expense of your own finances? Learn what you can do instead to preserve your finances.
Many parents believe one of the ways to get their kids started in life is to help them buy a house. Here's what you should consider before committing.
Are you spending enough? Without a proper financial plan, many people find that they could have spent more in their earlier retirement years.
As a parent, how do you know where to draw the line between your natural desire to help your child and the need for them to take care of their own financial future?
The rise of robo-advisors has emphasized the indispensable value of a human financial planner. Learn more.
Learn what you can do to help your children make wise choices about their money when they're young, and ease their reliance on you down the road.
There are a lot of firsts for new grads. Find out how a financial plan can help new grads set themselves up for success with future financial goals.
Learn how you can confront your financial blind spots and create an actionable plan for achieving the financial future of your dreams.
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