The article “Why couples should consider co-mingling their finances” was originally published in Financial Post on August 15, 2023. PHOTO BY GETTY IMAGES/ISTOCKPHOTO. Research shows that couples who merge their money are more likely to be happy and...
The article “A company I hold stock in was acquired or merged—do capital gains apply?” was originally published in MoneySense on August 8, 2023. Shareholders cannot always prevent a company sale or merger from going ahead. When that happens, do you still...
The article “Can you trust AI with financial advice?” was originally published in MoneySense on July 31, 2023. Advancements in artificial intelligence have begun to accelerate and are a hot investing topic in 2023. Can AI give financial advice you can...
The article “When your child moves into your rental property: Capital gains and how to claim principal residence exemption” was originally published in MoneySense on July 24, 2023. When an adult child moves into their parents’ rental property, the family...
The article “How annuities work in Canada” was originally published in MoneySense on July 17, 2023, reposted April 18, 2024. Annuities have faced headwinds over the past 40 years. But as interest rates climb and baby boomers retire, they’re gaining...
