New or Used: What’s Your Car Buying Approach?

Most consumers generally fall into two camps when it comes to buying a car: those who buy new for the latest technology and safety features, and those who buy used because they believe buying new is a waste of money. We all know that a car is a depreciating asset and it loses the most value…

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Weekend Reading: Alberta Schadenfreude Edition

Plunging oil prices of the past few months has weakened the Alberta economy – so much so that it briefly considered adding a provincial sales tax before deciding on an across-the-board 5 percent spending cut. Is the rest of Canada taking pleasure in Alberta’s misfortune? This CBC article suggests just that while exploring the West vs. East,…

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New Tax Credits Announced – Are You Eligible?

If your New Year’s resolution was to get your finances organized, you should make sure efiling your tax return by the deadline is on your to-do list. Your tax return is an important financial document and tax planning should really happen year round. The good news for your 2014 tax return is there are some…

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Weekend Reading: RSP Ready Edition

RRSP season is in full swing and this Tuesday February 10th from 12pm – 1pm EST I’ll be participating in Tangerine’s RSP Twitter chat to talk about all things retirement. What’s the best retirement advice you’ve ever received? What’s at the top of your wish list once you retire? Is your retirement reality different than…

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A Saving and Spending Formula You Can Live With

In many ways, Elizabeth Warren’s 2005 bestseller All Your Worth was ahead of its time. Warren, a relentless consumer advocate, eschews mindless frugality and focuses instead on finding the right balance so that you always have enough to pay your bills, have some fun, and save for the future. It’s called the 50/30/20 rule and…

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Weekend Reading: Super Bowl XLIX Edition

The Super Bowl is the most-watched program on television each year and this year’s match-up between the New England Patriots and Seattle Seahawks will be no exception – as 113 million viewers are expected to tune-in to the big event. I don’t have a horse in this race. My team, the dysfunctional Cleveland Browns, faded…

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Weekend Reading: Eric and Ilsa Edition

Meet Eric and Ilsa, the Vancouver couple who broke the internet last week when their Financial Facelift feature in the Globe and Mail went off the rails. It started with sketchy details – Eric, a physician, made $200,000 working one day a week at a clinic, plus another $100,000 teaching one day a week at a…

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Questrade Portfolio IQ Review

While investment firms and regulators continue debating over issues like fee disclosure, advisor conflict of interest, and a standard of care for investors, a new breed of investing services has put the industry on notice by bringing low cost investing to the masses. Last year I reviewed the new robo-advisor entrants, but since then Questrade has…

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Weekend Reading: $100 Gift Card Promo Edition

Scotia’s Momentum Visa Infinite card is the cash back rewards king in Canada and right now for a limited time when you sign up for the card you’ll get a free $100 gift card upon approval. This is the go-to rewards card for all of my grocery and gas spending (4% cash back), as well as for…

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My 2014 (and final) Portfolio Rate of Return

My DIY investing journey began after the global financial crisis in 2008-09.  It wasn’t until markets crashed by as much as 50 percent that I started to take notice of my investment statements and performance. Aside from the significant decline in my portfolio, the most alarming number was the 2.7% MER being paid on a…

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