Author: Capital Planning
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The finish line is right here!
A motivating look at how small, consistent steps add up to real retirement readiness.
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Give the gift of an RESP
Why a Registered Education Savings Plan is one of the most meaningful gifts you can give a child.
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Investing in the current economy: The graphics edition
A visual breakdown of how markets have performed and what it means for your portfolio.
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Life insurance at home
Why working from home is a good time to think about whether your life insurance coverage still fits.
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Can I afford to retire?
The question everyone asks eventually. Here’s a helpful framework for thinking about whether you’re on track.
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The Accelerator Effect on Financial Services
How sudden economic shifts accelerate changes in the financial services industry
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Should I move my investments into “safety”?
When markets drop, moving to cash feels like the safer option. Here’s how that instinct may cost you.
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Capital Planning’s COVID-19 strategy
How we adapted our services and support during the pandemic to keep helping clients.
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How COVID-19 Could Affect Your Benefit Plans
What employers and plan members should watch for as the pandemic impacts workplace benefits.
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Using your TFSA as a life jacket
Your TFSA is more flexible than you think. Here is how it can support you in unexpected moments.
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The Investing Time Machine
What would happen if you could go back in time and start investing earlier? A look at the power of compounding.
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How to simplify your investments
Feeling overwhelmed by choices? Simple strategies to streamline your portfolio.
