Tips and Traps for Handling Estates
Here are some common TIPS Canadians should consider when assisting family members with handling their financial affairs while alive. And some common TRAPS that may occur once an Executor is working on distributing the Estate assets to the heirs. It is a common practice to have all of Mom’s or Dad’s bank accounts set […]
A Strong US Economy
2023 has been a strange year. It’s been a year with a fairly strong Global Stock Market and a lot of good economic news, but with what seems like half the population feeling like the economy is bad! There’s no doubt that high prices are part of this. Those hit people right in the wallet, […]
Financial Resilience
You’ve likely heard the term “financial resilience”. You may even know it refers to a household’s ability to navigate and overcome financial stress and hardships that life inevitably throws at you. But did you know that financial resilience can be measured? This calculation is based upon key indicators that include household savings, stress levels around […]
Retirement Income Planning: Simplified
Retirement is a significant life event that requires careful planning and preparation. One of the most important aspects of retirement planning is figuring out how to generate income during your post-work years. In this article, we will discuss some wise retirement income strategies that can help you make the most of your retirement savings. […]
