FIRE versus YOLO

FIRE (financial independence, retire early) tells you to save, and YOLO (you only live once) asks you to spend. They just might get you thinking about your own saving or spending habits....

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When is your financial independence day?

Determining the day you’ll retire is likely one of the most important decisions you’ll ever make. Fortunately, you just need to do the dreaming—we’ll do the math....

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Understanding the three phases of retirement

It’s common to think of your desired retirement income as a regular annual amount, but that won’t necessarily be the case. Find out about go-go, slow-go and no-go....

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The importance of including your pets in your estate and incapacity planning

Estate plans should cover pets too. Learn how to protect your pet’s future if you become unable to care for them....

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Family matters

Do you ever have situations with your spouse, parent, child or grandchild that call for a solution? Involve us when a matter has a financial element and everything can go more smoothly....

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Should you pay down the mortgage or invest?

Some people with extra cash make this decision by comparing the mortgage interest rate to expected investment returns. For others, it’s about more than math....

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The right representatives can protect you from financial elder abuse

Anyone may become vulnerable to financial elder abuse, but well-chosen representatives can help protect you....

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Charitable giving through a private foundation

A private foundation provides flexibility, control and the opportunity for a lasting legacy....

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Enjoy more income in retirement by minimizing the OAS clawback

Smart planning can help you reduce or avoid the OAS clawback. From income splitting to managing minimum RRIF withdrawals, explore strategies to keep more of your benefits....

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Charitable giving through a donor-advised fund

With a donor-advised fund (DAF), you can give tax-effectively to charities now and through your will....

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