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Browsing Tag

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16 posts
PPersonal finance
‘How do I encourage my heirs to take more interest in investing their inheritance after I’m gone?’
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‘How do I encourage my heirs to take more interest in investing their inheritance after I’m gone?’

  • October 2, 2025
Open this photo in gallery: When we pass on, our children will each inherit a tidy sum, but…
PPersonal finance
Their father died and left $6-million to their mother. Here’s how three siblings set a wealth transfer in motion
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Their father died and left $6-million to their mother. Here’s how three siblings set a wealth transfer in motion

  • October 1, 2025
Open this photo in gallery: Illustration by Photo illustration by The Globe and Mail. Source image: Getty Images.…
PPersonal finance
Inheritance gifts are creating a generation of haves and have nots
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Inheritance gifts are creating a generation of haves and have nots

  • September 23, 2025
Open this photo in gallery: Prapti Verma didn’t have financial support from her family, unlike 31% of Canadians…
PPersonal finance
How a sibling’s unexpected emergency put an equal inheritance to the test
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How a sibling’s unexpected emergency put an equal inheritance to the test

  • September 3, 2025
Open this photo in gallery: Illustration by Photo illustration by The Globe and Mail. Source images: Getty Images.…
BBusiness
Outdated retirement system could leave many financially struggling, investment management groups says
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Outdated retirement system could leave many financially struggling, investment management groups says

  • August 27, 2025
Open this photo in gallery: The Securities and Investment Management Association Private is calling for policy changes that…
BBusiness
Liberals plan to follow through on GIS, RRIF relief for retirees
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Liberals plan to follow through on GIS, RRIF relief for retirees

  • August 25, 2025
Open this photo in gallery: Secretary of State for Seniors Stephanie McLean, centre, at the SHOAL Community Centre…
PPersonal finance
What this retired teacher did with $500,000 and cabins inherited from her mother 
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What this retired teacher did with $500,000 and cabins inherited from her mother 

  • August 20, 2025
Open this photo in gallery: Illustration by Photo illustration by The Globe and Mail. Source images: Getty Imges…
PPersonal finance
We asked ChatGPT for personal finance advice. Here’s what human advisers say AI got right – and wrong
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We asked ChatGPT for personal finance advice. Here’s what human advisers say AI got right – and wrong

  • August 15, 2025
Open this photo in gallery: From top left to right, Anita Bruinsma, Benjamin Felix, Natasha Macmillan, Desmond Nwaerondu,…
BBusiness
They were close to retirement. Then late-career layoffs threw a wrench in their plans
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They were close to retirement. Then late-career layoffs threw a wrench in their plans

  • August 14, 2025
Open this photo in gallery: Kathryn Chisholm was laid off late last year, forcing her to delay retirement…
PPersonal finance
Trump is opening alternative investments to retirement plans. Should Canadians consider private assets, too?
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Trump is opening alternative investments to retirement plans. Should Canadians consider private assets, too?

  • August 8, 2025
U.S. President Donald Trump signed an executive order Thursday that aims to allow Americans to invest in assets…
PPersonal finance
For some retirees, a promised cut to mandatory RRIF withdrawals could mean a bigger tax hit
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For some retirees, a promised cut to mandatory RRIF withdrawals could mean a bigger tax hit

  • July 31, 2025
Open this photo in gallery: Nuthawut Somsuk/iStockPhoto / Getty Images During the federal election campaign earlier this year,…
PPersonal finance
Gen Z is saving for retirement better than millennials
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Gen Z is saving for retirement better than millennials

  • July 26, 2025
Open this photo in gallery: Tani Imasogie, a 28-year old living in Toronto, opened an RRSP when she…
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