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The internet’s easiest way to feel better about your finances.
Wondering what can Planswell do for you? From investments, insurance and mortgages we'll make sure you get that "everything's under control" feeling.
If you’re a small business owner, or someone looking to set up a new employee benefits plan, you’ll want to learn the ways to make the most of it, without breaking the bank
We sat down with our client, Ashley to chat about the importance of money, and the daily role it plays in her life. Here’s what she had to say.
Compared with many types of purchases, investing in education looks like a much better investment. But how much does investing in education actually pay?
Your tax-free savings account (TFSA) just got more generous. Here’s the latest update on the tfsa contribution limit plus some additional helpful details:
The financial industry has traditionally been flooded with myths, lies and untold truths. Here are 10 of the top financial planning myths.
Here are my top five tips to creating a healthy, balanced attitude towards money in your family’s life and culture.
Medical cannabis generally isn’t covered by third-party insurance plans, but there’s an increasing number of coverage options for Canadians.
Financial literacy month is officially here and Canadians are encouraged to make a conscious effort about how they’re spending and managing their money.
Buying a house can be stressful with everything there is to think about. However with a little planning you can make sure you're well prepared.
Thinking of quitting your job to start an online business? You’ll still need money (somehow) to make a go at starting up, especially if you quit your job.
Fast forward a few months, and I had quickly and easily moved everything I could from a traditional bank, to my new favourite brand crush, Planswell.
Making your first million dollars is tough. Really tough. We'll break down 5 proven ways that you can make your first million dollars.
Shopping for insurance can save you money and not knowing how you’re covered can cost you thousands. We break down the importance of shopping around here.
Curious about how Canadian couples are managing their daily finances? We recently interviewed three couples to find out exactly how they're doing just that.
In the wake of Bill C-45, some insurers are starting to reclassify cannabis use. We break it down here how legal Cannabis use could impact your insurance.
Instagram influencers are just like us, but they do cool things, they live amazing lives, and they get paid to do it. So how do you get on their level and make a profit?
Whether you’re getting a bank account for the first time, or you’re thinking about making a change, here is what you should look for in a bank account.
Knowing your medical coverage options as a small business owner can be tough. Here's 3 ways for small business owners to pay for medical expenses in Canada.
Asking yourself when you should write your will and why? We've laid out some actionable advice on how you can better protect your loved ones.
How can you increase your chances of winning the lottery? We've laid out some actionable advice you can start doing today so you might hit the jackpot.
Whether you’re a first-time homebuyer or you’re renewing the mortgage on your existing home, you have a very important decision you’ll need to make when buying your home: where to get the best deal on your mortgage.
John Tavares has been traded to the Toronto Maple Leafs! With his new $77 million dollar contract, find out how he's saving on Ontario taxes.
Should you take out a Mortgage Life Insurance policy? This might be an option presented to you by your lender. Read this before saying yes.
What is the cost of raising a child in Canada? A financial plan is the best way to figure out how many kids you can afford.
Here are our top 7 Canadian personal financial bloggers. They've got the answers to all your money questions, and all have amazing blogs of their own.
A good credit score can help you gain access to lucrative and attractive financing offers that you probably wouldn’t get with bad credit.
Credit cards (and the debt associated with them) have gotten a bit of a bad rap over the past several years – and it’s not entirely undeserved.
When you break your mortgage early, there are fees. These fees can vary from not-so-bad to really shockingly bad. Find out why mortgages get broken.
Should absolutely everyone contribute to an RRSP, or is there some nuance they might be missing? We decided to dig into our own data for answers.
There are a bounty of books that will put you on the right path for your financial plan, but these are a few that are favourites of Planswell.
Building the world’s best financial plan is no trivial matter. A set of financial planning assumptions are necessary to make, here they are.
The issue is us humans are always looking for moments of opportunity and danger. If you’re worried about the stock market, try repeating these three money mantras.
