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PERSONAL FINANCE

Get a grip on your finances with these financial tools and calculators

Investments, Personal Finance

I’ve written a number of articles on cash flow management: the issues with it, the domino effects of debt and savings, and ideas on how you can get a better grip on your finances. I’ve created a list of resources you can use to work through your own particular circumstances or offer to your clients as an aid to working through their financial cash flow management situations.

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Market timing and missing the worst performance months

Investments, Personal Finance

In my last article, I wrote about the benefits of a buy and hold strategy where an investor stayed in the market through the ups and downs of a particular investment. 

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Staying invested in the market

Investments, Personal Finance

A common piece of advice for investors is that long term success doesn’t hinge on timing the market. It’s time in the market that may make the bigger difference.

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Life & Money Matters: Safeguarding against elder financial abuse

Investments, Personal Finance

 

Did you know that financial abuse is the most common form of elder abuse in Canada?1 In this segment of Life & Money Matters video, Peter shares some of the signs of elder financial abuse and how to safeguard against it.

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Retirement plan and advisor...the "one-two punch"

Investments, Personal Finance

How secure do you feel about life after work? Even if work will continue to form part of the next phase in your life, how comfortable are you with your plans and savings for all those tomorrows? Will your plans work, even under adverse conditions? 

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Diversification: risk and opportunity

Investments, Personal Finance

I’m sure many of you have heard the following statements. Perhaps you have made them yourselves.

“I don’t like taking risks with my money.”

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Canada's Budget 2018

Investments, Personal Finance

 

The Federal government's budget on February 27, 2018 introduced changes
that may affect your individual and family finances. Our infographic highlights what's new and what's gone in the Budget.

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Where are you in your retirement life–cycle?

Investments, Personal Finance

I have been seeing more and more of my friends retire over the last couple of years. As prepared as some thought they were about leaving their work behind, six months or so later, they found themselves struggling with what their version of the next phase of their life and themselves would look like.

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RRSP contributions for working seniors

Investments, Personal Finance

Stan is turning 71 this year. He is enjoying a life filled with travel, relaxation and time with his family. Like more and more people, work is still very much a part of his life. Stan expects to work at least part-time for the foreseeable future. To Stan, this keeps his mind active and helps define who he is. He would like the opportunity to claim Registered Retirement Savings Plan (RRSP) deductions after age 71 even though he knows he must mature his own plan by the end of the year he turns age 71. What are his options?

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Life & Money Matters: Paying the price for post-secondary education

Investments, Personal Finance

 At least 70% of new jobs require some form of post-secondary education or specialized training and the price of entry isn’t cheap. Post-secondary costs have steadily risen and continue to rise on a yearly basis.

In this installment of Life & Money Matters, Peter Wouters explores different strategies as well as factors to keep in mind  when saving for the cost of post-secondary education. 

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