Living outside Canada doesn’t mean you have to leave your financial plan behind. Untangle MINI Self-Serve can still help you understand your Now Money and Future Money wherever you live. You just need to make a couple of adjustments so the numbers in your plan all speak the same currency - and make sure your government retirement benefits are represented correctly. The good news? It’s pretty simple. There are two things to do: Use your own currency consistently throughout MINI. Adjust the CPP...

Planning for retirement as a couple is a great way to build a shared framework—and a shared language—for talking about your money and your priorities. We strongly believe that every person should have their own financial plan. And if you have a partner, it can also be incredibly useful to have a joint financial plan that shows what your household looks like together. Untangle MINI Self Serve can help you create that shared picture, but you’ll need to enter some information a little...