Patricia Lovett-Reid, finance, personal finance, saving, debt, budget

The key to managing your portfolio is often managing your emotions first.

How to use the Prescribed Rate Loan strategy to lower your tax bill.

The key to estate planning is to protect your money. Here’s how life insurance can help you do that.

Defined benefit pension plans: Leave it or commute the value?

Investor strategies for this time of market volatility.

The current volatility in the markets can be seen as an opportunity.

Before calling up your real estate agent, decide if you might be better off making a few improvements to your current home.

What to expect in the coming year and how to prepare your portfolio for the rough road ahead.

What you need to know to make this school year a budgeting success.

Know the truth about these common insurance myths so that you don’t get stuck paying the bill.

The best strategy at a time like this is to ride out the storm.

U.S. lawmakers avoided a global economic catastrophe by increasing the country's debt ceiling. Now that the crisis has passed, what does the deal mean for investors?

Your credit score can have a big impact on your finances. Here’s how to make sure you’re on sound financial footing.

Have a great summer without emptying your bank account.

The pros and cons of investing in the yellow metal.

A look back at the year so far and how the markets will fare in the months to come.

Five areas to research when choosing the right online brokerage for you.

How to make sure your first home buying experience doesn't leave you penniless.

How the Oracle of Omaha chooses his investments.

Aristocrats and DRIPS, two excellent choices in dividend investing.

It’s not only how much you have, it’s what you do with it that counts.

What’s in a name? When it comes to a brand name, it is far more than just the value of the products it sells.

It’s best to lay a financial foundation for your children from an early age.

Getting a refund this year? Here's how to spend it wisely.

Is your insurance policy up-to-date? Tips on what you need to do to make sure your insurance works for you.

Why you should save, how to do it and how to prepare for an emergency.

Sustainable investing is not just good for the world, it can also be good for your portfolio.

How to position your portfolio for rising inflation and interest rates.

There’s more than one way to rebalance your portfolio.

The key to finding the right home for you is balancing cost- and value-based pricing.

What you need to consider when choosing between a mortgage broker and going straight to a financial institution.

How to figure out what the best real estate decision is for you.

Keep it simple by streamlining your money management.

Why everyone, debt-free or not, should be making an RRSP contribution.

As the deadline for this year’s contribution nears, make sure you know the answers to same basic questions in order to maximize your investment.

What football can teach you about preparing for retirement.

Baby boomers are redefining retirement. Here are some tips to ensure your nest egg is sufficient.

Treat your investment strategy like you do your well-being and you’ll be on your way to a healthier relationship with money.

Start planning now to smooth your way into a financially sound retirement.

Follow these baby steps in 2011 to strengthen your financial position.

The what, why and how of investing in dividend paying stocks.

Don’t get suckered by advertising tricks into spending more than you planned.

What to look for and where to put your money in the coming year.

HISAs are a great way to put away money for the medium term.

A new poll shows that many Canadians are not getting the insurance they need to ensure their financial futures.

How a prospectus can teach you all you need to know about a company’s initial public offering.

Does the new technology on credit and debit cards really benefit you?

As the costs of post-secondary education rise, grandparents are gifting education grants.

Small and medium-sized businesses are the backbone of our economy.

Having insurance is not enough. It’s important to understand what exactly you’re covered for.

With gold hitting record highs, should you be adding it to your portfolio?

Financial advice for mothers to pass on to their children — and to make sure they follow as well.

What you need to know about the current real estate market.

Balance your finances while increasing your assets.

Find the best opportunities in the market by branching out internationally.

Although there may be initial costs to consider, there is a payoff to making your home more environmentally-friendly.

When it comes to your portfolio, make sure your decisions are always tempered with realism.

Consumer discretionary spending might be down, but there’s still room to profit from the market.

Follow these RESP withdrawal strategies to get the most bang from your contribution.

The market may be cooling, which makes it that much more important to create a plan before jumping into the real estate market.

A lot is riding on the back-to-school shopping season - which will go far to determine the direction our economy is headed.

Are richer people really happier? And, if not, what does it take to make people happy?

The truth behind five popular retirement myths.

Make sure you’re prepared to pick the options that will work best for you.

Looking to sell or buy a home? Timing might make all the difference.

The Canadian economy has proven that it can withstand a volatile market and still come out strong.

A step-by-step guide to financial literacy for children of all ages.

A look at what sustainable investing means and why it makes long-term sense.

The Canadian dollar has fallen four per cent since hitting parity in April. Will it continue its downward spiral?

Market trends to consider while rebalancing your asset mix for the coming season.

The ins and outs of finding the best insurance plans for your situation.

Take these steps to ensure that you get what you need and want out of your cottage purchase.

With all the volatility out there, it’s easy to lose sight of the big picture. Take a long-term view and adjust your portfolio accordingly.

Surveys show Canadians are in good shape for retirement, but there are always more things you can do to ensure your ongoing financial health.

As the Bank of Canada signals it’s preparing to raise rates, take steps to cushion your portfolio.

Things to consider as the tax deadline approaches.

Investors need to be aware of market trends in order to prepare for tomorrow.

Use the strong loonie to diversify equity holdings.

How to decide on the right type of mortgage for you and where you can get that mortgage.

How you choose to distribute your assets could make all the difference to your family.

No one likes planning for their death, but thinking ahead will put your mind at ease.

From the introduction of the HST to the new mortgage rules, we break down the facts for first-time home buyers.

A breakdown of the tighter mortgage rules going into effect this April.

Why we’re ahead of the U.S. when it comes to our golden years.

How to prepare for the best years of your life.

How to prepare for the best years of your life.

You've got options when faced with early retirement. Learn the facts to make an educated decision.

Couples who communicate can find a happy PATH to retirement.

The best way to stay in shape is to never get out of it. The same can be said for your finances. By working with a financial adviser the same way you work with a personal trainer you can keep your finances in shape all year round.

Know the rules to maximize the home renovation tax credit.

An investment portfolio can generate interest, dividends or capital gains but not all income is treated equally under the Income Tax Act.

Five easy steps to ensure that you're better off in 2010 than you were in 2009.

This shouldn't take long, and will make you happier... in the long run.

How to enter 2010 with a solid investing plan.

What to look for when buying a gift card and how to give the ultimate gift.

As the Canadian dollar inches closer to parity with the U.S. dollar, many are wondering how to get the most bang for the newly strong loonie. Follow these steps in order to get the best exchange rate and to navigate the world of currency trading.