We are all storytellers by nature. Stories help us find meaning in the chaos of life, weaving together the threads of our experiences into a coherent narrative. Stories help us make sense of the world around us, whether they...
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The idea of a trust fund may evoke images of carefree individuals living off inherited wealth, but in reality, trusts serve as powerful tools for financial planning and protection. Even while you might not want to leave your heirs...
Protecting assets such as your home requires careful consideration, as the most obvious solution may not necessarily be the most advantageous.Consider a scenario where your spouse has passed away, and your children are grown. Instead of getting remarried, you...
In today’s world, family dynamics can be complex and multidimensional. With over a quarter of Canadian children living with only one parent, and scenarios involving divorce, remarriage, or children from multiple partners becoming increasingly common, estate planning requires thorough...
When it comes to financial wellness and longevity, careful planning of beneficiaries is essential. Often, when drafting a will, individuals may overlook the importance of selecting beneficiaries thoughtfully. While it’s common to designate a spouse or partner as the...
When considering aging and financial wellness, it’s crucial to approach the selection of beneficiaries for your RRSP, TFSA, or life insurance policy with careful thought. While it may appear simple to assign beneficiaries, doing so without careful planning can...
If you think the word “budget” sounds like a four-letter word, you aren’t alone. Yet no one needs a budget more than an adult approaching retirement age. By the time you hit that milestone, you may be facing health...
When retirement was at age 65 and the average lifespan was only around 70, retirement was a well-earned respite after a lifetime of hard work. But with increasing longevity and rising costs, a retirement lasting decades is more and...
When planning for retirement, it’s a good idea to make a budget so you’re confident you have enough. Creating that budget can be challenging, but there are a few often overlooked areas that must be taken into account. Consider...
It can be hard to ask for help. As the “one in charge,” you’re used to moving swiftly and confidently, whether it’s a new direction for a business, a team or even a family. You may have a vision...