A clearer perspective on money. Made for life in Canada.

CANADIAN MONEY EDUCATION

The reading room

A few useful ideas for the everyday questions. Clear, original explanations to read before you dig deeper.

FIELD NOTES / 01

Financial literacy starts with understanding the moving parts

A starting point can be a question, not a perfect budget.

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FIELD NOTES / 02

A smaller car payment can come with a larger total cost

Payment, price and term answer different questions.

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FIELD NOTES / 03

The car payment is only one line in the transportation budget

Recurring costs and end value tell more of the story.

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FIELD NOTES / 04

A down payment is not the whole cost of moving in

Closing cash and ongoing ownership answer separate questions.

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FIELD NOTES / 05

TFSA versus RRSP: start with the tax treatment

The account and what it holds are different things.

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FIELD NOTES / 06

Investment fees affect more than this year’s balance

A recurring charge also changes what remains to compound.

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FIELD NOTES / 07

An index is a set of rules, not a promise

Understand what is being tracked and how it is weighted.

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FIELD NOTES / 08

A percentage decline looks different when written in dollars

Recovery uses a smaller starting base.

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