General Finance

Nearly 500 people died in Spain yesterday. Humour and money are not the most important topics at the moment. People using war analogies to describe the fight against this nasty bug don’t seem to be exaggerating when you see numbers like that. My attempt to distract people with gallows humour in our Covid-19 article last…

Just Do It. You know you’ll feel better after you scratch that itch… SELL IT ALL! Who knows where this will end?  Your brother-in-law who took a biology class twenty years ago said that we might all go to the great tax haven in the sky – so it must be true! We could wake…

With more and more Canadians moving to online banks to take care of their daily financial needs, it wasn’t a surprise to us when a new competitor popped up to challenge EQ Bank and Tangerine.  Motusbank enters 2020 with its eye on competing for Canadians’ dollars when it comes to their Motusbank mortgages, GICs, and…

The Showdown: Questrade & Questwealth vs Wealthsimple Invest & Wealthsimple Trade Up until last year, investors looking to cut their investment fees to a minimum could choose to go with Questrade if they wanted an online discount brokerage and Wealthsimple if they wanted the ultimate in cheap, hands-off automated investing via a robo advisor.  Recently…

After becoming a client when they first launched over three years ago, I thought it was about time to pen the authoritative EQ Bank Review for Canadians to compare to their traditional branch banking services. I was even part of their early-access group before their popular EQ high interest EQ Bank Savings Plus Account was available…

Similar to the end of the year tax tips, there are certain financial to-do items to start off the year on a strong note.  To keep myself on track, here is the checklist that I use at the beginning of the year that may help you as well. 1.  Set Financial Intentions  Day to day life…

I was going through my Twitter feed the other day and came across an article titled “The New Rules of Personal Finance” (link) that caught my eye. My first thought was that, could there be “new” rules to personal finance?  Are there any hard and fast “rules” to begin with?  Maybe a better word instead…