Home Building Your Business Financial Planning Page 15

Latest news in Financial Planning

Paying down debt, planning for retirement top financial priorities for Canadians: poll

Advisors have an opportunity to talk with their clients about debt reduction and cash flow management

  • By: IE Staff
  • January 6, 2011 October 31, 2019
  • 10:56

Canadians signal strong need for financial literacy education at all ages: CICA survey

85% believe that financial management skills should be taught in schools

  • January 5, 2011 October 31, 2019
  • 13:35

Half of Canadians yet to embrace TFSAs, survey finds

Many use TFSAs as emergency funds or short-term investing, missing significant savings opportunities

  • By: IE Staff
  • January 5, 2011 October 31, 2019
  • 11:44

Only 15% of boomers feel “very well-prepared” for retirement: survey

Money doesn’t buy happiness, but it appears that having a financial plan does

  • By: IE Staff
  • January 5, 2011 October 31, 2019
  • 10:28

Canadians plan to work after retirement: survey

34% expect that they will need to work for extra income

Gen X getting a good grip on planning, Investors Group research finds

Gen Xers and Boomers display similar approaches to saving and investing for retirement

  • By: IE Staff
  • January 4, 2011 October 31, 2019
  • 10:54

Most Canadians to pay more taxes in 2011

Business gets a break

If you donate to a gifting tax shelter, expect to be audited, CRA warns

Taxpayers urged to get independent legal and tax advice

  • By: IE Staff
  • December 23, 2010 October 31, 2019
  • 15:13

Harper government considering home care plan, says Flaherty

Ottawa may intervene again to discourage Canadians from taking on too much debt

Lack of clarity around Canada Child Tax Benefit eligibility requirements: report

Increase information available online, says Taxpayers’ Ombudsman

Canadians with disabilities not taking advantage of RDSPs: survey

Almost half have never heard of RDSPs

  • By: IE Staff
  • December 21, 2010 October 31, 2019
  • 10:22

Majority of Canadians lack combination of both short and long term investment goals: survey

Those who consult a financial planner are more likely to feel that their current portfolio aligns with their investment goals

  • By: IE Staff
  • December 20, 2010 October 31, 2019
  • 10:07

More Canadians facing reduced standard of living in retirement: report

Declining share of private-sector workers participating in workplace pensions a key factors

Household spending declines in 2009: StatsCan

First drop since survey introduced in 1997

Boomers with a financial plan feel better off: survey

Canadians taking on more risk in their RRSPs this year

  • By: IE Staff
  • December 16, 2010 October 31, 2019
  • 11:22

12 days of tax tips

Ernst & Young's festive guide to savings

  • By: IE Staff
  • December 14, 2010 October 31, 2019
  • 10:24

Two thirds of higher income Canadians plan to reduce debt over the next year: PwC

Consumers interested in new bank products to help them manage debt

  • By: IE Staff
  • December 13, 2010 October 31, 2019
  • 14:06

Top three financial resolutions revealed

Canadians acting on their resolutions now

  • By: IE Staff
  • December 13, 2010 October 31, 2019
  • 12:08

Working past 65 top retirement fear of younger Canadians

Retirement worries have become more pronounced since the recession

  • By: IE Staff
  • December 13, 2010 October 31, 2019
  • 11:19

Percentage of working mothers with young children more than doubles: StatsCan

Women have increased their representation in business and finance

Knowledge of RRSP contents lacking, survey finds

70% of RRSP holders don’t fully know what investments make up their retirement portfolios: survey

  • By: IE Staff
  • December 9, 2010 October 31, 2019
  • 10:12

Advice for tax-efficient charitable donations

There’s still time to be charitable this holiday season

  • By: IE Staff
  • December 8, 2010 October 31, 2019
  • 14:41

Importance of “debt freedom” grows as more Canadians plan to control holiday spending

Advisors can help clients manage their debt

  • By: IE Staff
  • December 7, 2010 October 31, 2019
  • 11:08

Tried and true, RRSPs popular with majority of Canadians

Non-RRSP owners not taking their cue

  • By: IE Staff
  • December 7, 2010 October 31, 2019
  • 10:29

BMO supports improvements to RDSPs

Proposals include tax-free rollovers from registered accounts, carry forwards of unused grants

  • By: IE Staff
  • December 7, 2010 October 31, 2019
  • 09:58