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The Wealthy Barber on the markets, economy and the current business environment

Jul 06, 2020 |RBC Wealth Management

“I'm still a long-term optimist, there are definitely challenges out there now, but I feel good about where we're headed.”

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Talking to your parents about their estate plan

Jun 03, 2020 |Leanne Kaufman

Start the conversation about estate planning to give you and your parents peace of mind, knowing there are documents in place to ensure their wishes are met.

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Have you talked to your family about estate planning?

May 05, 2020 |David Chilton, The Wealthy Barber

The Wealthy Barber says it’s important to talk to your loved ones about your estate plan and where your important documents can be found.

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How the Wealthy Barber manages emotions when it comes to investing

Mar 12, 2020 |David Chilton

Author and investor David Chilton offers tips for dealing with market turbulence.

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The Wealthy Barber explains the benefits of a testamentary trust

Feb 27, 2020 |David Chilton, The Wealthy Barber

They are a tool—a quite flexible tool—that can help you to help the people you love.

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Planning to protect your estate and your loved ones, now and for the future

Dec 04, 2019 |RBC Wealth Management

This four-part video education series highlights information that can help you protect your estate today and for the future.

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The Foundations of Personal Finance: Expanding on the Basics

Sep 11, 2019 |Eddy Mejlholm

So far in this series on personal finance, we’ve outlined the 6 steps that are the foundations of personal finance. Now it’s time to start building on that foundation by expanding on the basics. 

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The Wealthy Barber: Get an up-to-date will!

Aug 05, 2019 |RBC Wealth Management

I continue to be amazed by, and distressed over, the number of otherwise-responsible people I deal with who don’t have an up-to-date will.

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The Foundation of Personal Finance: The Basics

Jul 30, 2019 |Eddy Mejlholm

In my first post on personal finance, I outlined the 6 steps that are the foundations of personal finance.  Now that you’ve got a solid understanding of your personal financial situation, it’s time to work on the basics. 

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The Foundation of Personal Finance: Know Whats Going On

Jul 03, 2019 |Eddy Mejlholm

Know Whats Going On: First we need to develop a net worth statement; a net worth statement is a lot like a balance sheet for a business. It contains all of the relevant assets and liabilities that have a financial value.

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