Call for proposals

Should Frank and Michelle pay off the mortgage on the house using some of the money from his purchase of a half share of the residence?

Should Frank and Michelle pay off the mortgage on the house using some of the money from his purchase of a half share of the residence?

Michelle, 72, and Frank, 75, plan to get married and merge their finances.CHAD HIPOLITO/The Globe and Mail Frank and Michelle plan to get married soon, merging their finances to some degree while keeping the best interests of their four children in mind. Frank is 75, Michelle 72. They each receive Canada Pension Plan and Old …

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Can Duncan and Lorna afford to retire early and leave their kids with a big nest egg

Can Duncan and Lorna afford to retire early and leave their kids with a big nest egg

Duncan is 53 and Lorna is 43.Eduardo Lima/The Globe and Mail After 20 years in technology sales, Duncan was made redundant and turned to consulting. He estimates he can charge around $125,000 a year on average. His self-employed wife Lorna earns over $100,000 a year. Duncan is 53, Lorna is 43. They have two children, …

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5 CFP Financial Podcasts That Actually Offer Professional Advice

5 CFP Financial Podcasts That Actually Offer Professional Advice

Never before has so much information been so widely available and freely accessible. The internet has revolutionized financial advice, simply because blogs, podcasts, and social media have made it possible for anyone to learn more about money through a few simple Google searches. The reverse of the democratization of money management strategies? The rise of …

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5 CFP Financial Podcasts That Actually Offer Professional Advice

4 CFP Financial Podcasts That Actually Offer Professional Advice

Dollar Gill, Unsplash Never before has so much information been so widely available and freely accessible. The internet has revolutionized financial advice, simply because blogs, podcasts, and social media have made it possible for anyone to learn more about money through a few simple Google searches. The reverse of the democratization of money management strategies? …

4 CFP Financial Podcasts That Actually Offer Professional Advice Read More »