Find out how much money you will receive from the Canadian retirement benefits programs (CPP and OAS).
Historical investment returns by asset class for a wide set of investments -- including stocks / bonds in the U.S.,…
Facts and figures on U.S. stock market returns from 1871 to 2024. Average annual returns, likelihood of losing money in…
Tracking Canadian foreign exchange rates versus 26 major global currencies, with daily data from 2017 up until today
Tracking changes in Canadian prices (housing, food, transportation, etc.) from 1978 to 2024
Data on Canadian income / spending / cash flow / net worth, showcasing the financial gap the richest and poorest…
Map of global wealth, showing the richest and poorest countries. Data on incomes, cost of living, and purchasing power across…
Tracking housing market affordability in Canada through home prices, incomes and mortgage rates. Data on 14 cities from 1999 to…
Tracking Canadian rent prices, incomes, and rental affordability by city -- over time from 1992 to 2022.
Measuring Canadian food price inflation using 110 grocery items. Prices over time, prices by category, and your personal inflation rate.
Does timing the market beat time in the market? Use this interactive simulator to find out.
Use these interactive charts to explore rent prices versus household income in major cities in the U.S. and Canada
Interactive charts to slice and dice data on Canadian income -- by geography, sex, and age group
A summary of COVID-19's economic impact in Canada (jobs, investments, housing, and more), the government's response to the crisis, and…
Defining what it means to be a 'high-income Canadian', comparing income earned vs income taxes paid, and an analysis of…
An interactive tool to visualize the ups and downs of the stock market, and the impact that this volatility can…
A small yet mighty tool for figuring out how much you need to save, when you'll reach your goal, and…
A data-heavy history of home prices in the U.S. and Canada. Long-term returns, breakdowns by city, charts, charts, and more…
Calling all Canadian couch potato investors... here's a comprehensive database of Canadian index ETFs (377 funds with ~$136B of total…
Robo-advisor fees may seem small at first, but they can delay your retirement by several years. Use this calculator to…
A tool for drilling down into price & return data from the most important investment indices in the world. Annualized…
Are you thinking of going back to school to boost your income? Use this interactive grad school calculator to weigh…
Put your hand up if you dislike: Your alarm clock Rush hour traffic Fictitious deadlines Office politics People who forget…
You've reached the last lesson in this course. Congratulations! Before I leave you, here's a list of the most important points…
Before jumping into discussions about budgeting, saving, and investing, I want to spend some time to make sure that you…
Unfortunate events happen. They're not fun to talk about, think about, or imagine; but they happen. Burying your head in…
Once you get a hang of the core personal finance skills (budgeting, reducing debt, investing), your net worth will start…
This course stands on the shoulders of giants. The online resources listed below have been instrumental in my own journey…
What follows is a list of books which heavily shaped my views on personal finance. While I've tried to distill…
Starting a family -- it's a roller coaster of new experiences, proud moments, and obstacles to overcome. So much will…
For many people, homeownership ranks near the top of their financial goals. Buying a home is seen as a major…
Build the life you want, then save for it. It's a simple phrase that I loved from the moment I…
Why You Need A Positive Money Mindset Numbers are only half the battle. In some senses, getting a grip on…
Increasing your income can have a huge impact on the time it takes to reach your financial goals. Most people…
If you want to accelerate your progress towards your financial goals, reducing your expenses is the best place to start.…
You've flipped the switch on your financial auto-pilot; you see a steady stream of money building up each month; you're…
Auto-Pilot Engaged I don't know about you, but I can think of at least a few things I'd like to…
A Step-by-Step Guide to Investing Online Now that you've settled on the index funds (a.k.a. ETFs) that you'd like to…
Building wealth relies on a simple recipe: you need to spend less than you make, invest the difference wisely, and…
The Magic of Compound Interest Fact: money grows on trees. Well, not quite, but new money does grow on other…
With a bit of knowledge, a solid plan, and a heavy dose of hard work, you can become debt-free. Read…
While a journey of a thousand miles begins with a single step, the path to wealth begins with a budget.…
Economists are fond of saying that "there's no such thing as a free lunch". In this lesson, we'll get as…
Bad luck always seems to strike at just the wrong times -- life doesn't have a habit of waiting for…
Download the net worth tracking spreadsheet: Net worth tracking template Getting Organized We're going to take it slow in…
The best time to plant a tree -- or learn about personal finance -- was 20 years ago. The second…
An interactive web tool to chart out your net worth over time under different scenarios. Use this calculator for quick…
Slicing and dicing data on the amount of money that the average Canadian household spends in a year. Analysis by…
Is it better to rent or buy in San Francisco? An analysis of the local real estate market, based on…
The cost of raising a child will differ greatly from one family to another. Use this spreadsheet to estimate the…
A spreadsheet for keeping tabs on your investment portfolio. Total market value, asset allocation, portfolio performance, automatic re-balancing calculations; this…
How much money do I need to retire? How long will it take me to get there? How much will…
Keeping track of your budget (how much you make and how much you spend) is the most important step towards…
Life isn't all dollars and cents, and neither is the decision to rent or buy your home. Here's a checklist…
The decision to rent or buy your home is one of the biggest that we make in our lives. This…