You can leave a legacy to charities directly by donating cash, securities or specific assets, making beneficiary designations, or transferring ownership of permanent life insurance policies....
Hundreds of institutions beyond universities and colleges offer programs eligible for Registered Education Savings Plan (RESP) funding. Check out some of the career choices, from paralegal to pilot....
When you’re asked what it’s like to be an empty nester, finances may not be the first thing that comes to mind—but wealth planning can change once children leave home. Find out how....
At tax time, you look for credits and deductions, but tax-saving opportunities are available throughout the year. We’ve got seven strategies you may be able to use now or in the future....
Do you know the time-tested formula we can all follow when receiving retirement income? There isn’t one. Learn why each retiree needs a customized income strategy....
It’s January, which means you may come across market predictions for 2025 in the media. See why putting stock in these forecasts can be harmful psychologically and financially....
Learn the difference between “charity” and “philanthropy” and how to incorporate giving into your estate plan....
Snowbirds who own a U.S. property face estate planning complexities, making it essential to seek advice from a cross-border specialist....
Thinking about your own death may be uncomfortable, but here’s why prearranging your funeral and sharing your wishes with loved ones is a good idea....
What if the person you chose to administer your estate is no longer interested in taking on the duties? That’s only one of many reasons to periodically review your choice....
All
Financial Planning
Tax Planning
Retirement Planning
Estate Planning
Economic Insights
Portfolio Construction
Insurance Planning
Investments
Philanthropic Planning
Financial Literacy
Lifestyle
Business Owners
Wealth Planning