Blog

If you have children and remarry, you’ll likely wish to provide for your children in your estate plan. We have five methods for you to consider....

We’ve had several years to see the results of rising interest rates. Now, it’s time to learn what happens to cash, bond and equity investments when interest rates fall....

Your wealth plan is a roadmap to achieving your life goals—but it’s subject to change for multiple reasons. Find out why this important plan should never be set in stone....

Do you shudder when you hear “volatility?” See how you can be prepared financially and psychologically for market swings—and that includes remembering volatility’s upside....

Did you know that if the sole subscriber of a Registered Education Savings Plan passes away, plan assets don’t go to the child? You can correct this in your will and address these four other issues....

Financial help is available when you’re caring for a child or adult family member. Learn about common and lesser-known federal government benefits....

Singles have different financial needs than couples or families. See how these differences affect virtually every component of wealth planning throughout each chapter of your life....

Imagine your executor needing to access your bank account without your password. That’s just one reason it’s critical to include digital property in your estate plan....

Treasured assets have been reluctantly sold to cover the tax payable by an estate. Here are four ways you can plan to take care of the tax bill....

Did you know that some Registered Education Savings Plan (RESP) withdrawals are taxable, while others are not? We’ve got tax-saving tips for you and your child....