Financial planners

Canadians looking for some help managing their money through uncertain times might wish to turn to a financial planner or advisor to guide decisions on everything from investments to getting out of debt. But as complicated as planning…
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Edwin Tan | E+ | Getty ImagesBreakups are always hard.The relationship with your financial advisor is no different. But there are some telltale signs it's probably time to call it quits, experts say."When it comes down to it, it's a…
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Chuyn | Istock | Getty ImagesIf you've dreamt of working or retiring abroad, you may be tempted by the possibility of cheaper housing or healthcare. But there are some things to consider before making the jump.Jude Boudreaux, partner and…
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Despite the cooling market, many homeowners made money selling their property in 2022 — and part of that windfall may be taxable.Home sellers made a $112,000 profit on the typical sale in 2022, a 21% increase from 2021, and a 78% jump from…
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Prathanchorruangsak | Istock | Getty ImagesWhether you're starting a new job or updating retirement savings goals, you may need to choose between pre-tax or Roth 401(k) contributions — and the choice may be more complex than you think.While…
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If you're expecting a refund this season, it's critical to file a complete and accurate tax return to avoid "extensive processing" and delays, according to the IRS.   One of the keys to error-free filing is including all your required tax…
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If you made a Roth individual retirement account conversion in 2022, you may have a more complicated tax return this season, experts say. The strategy, which transfers pretax or non-deductible IRA funds to a Roth IRA for future tax-free…
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Jamie Grill | Getty ImagesIt's not easy to prioritize financial goals, especially when choosing between two essentials in an unsteady economy: saving for retirement or building your emergency fund. While there are higher 401(k) contribution…
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dowell | Moment | Getty ImagesInvestors have many options when saving for short-term goals, and those choices have become more complicated amid high inflation and rising interest rates.While there have been signs of slowing inflation, the…
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1. Bigger contribution limits on retirement accountsIf you're eager to boost your retirement savings, there's good news for 2023: higher contribution limits for your 401(k) and individual retirement account.In 2023, the employee deferral…
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