Succession Planning: Five steps toward the future you want

November 04, 2025 |Royal Bank of Canada

What is Succession Planning?

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Five health care costs to consider in your financial and retirement plans

October 19, 2025 |RBC Wealth Management

In planning your retirement, be sure to count these health care costs.

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FJA Tuesdays - August 5, 2025

August 01, 2025 |Finucci Janitis Allen Wealth

How the Bank of Canada interest rate shapes your mortgage, investing for and during retirement, and an update on the state of Canada's housing market.

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Investing for, and during, retirement: what’s safe in the short-term can be risky in the long-term

August 01, 2025 |D.E. Chornous, CFA, J.Van der Walt

We revisit Bengen’s Determining Withdrawal Rates Using Historical Data to see if it still stands for today's retirees.

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Investing in Your Legacy: 5 Ways to Build Wealth for Your Family’s Future

July 29, 2025 |Sonya Bell

Parents want to provide their children with security and opportunity, which takes financial planning, especially in a time of economic uncertainty.

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FJA Tuesdays - July 22, 2025

July 22, 2025 |Finucci Janitis Allen Wealth

We compare paying down debt or investing, the highs and lows of the Big Beautiful Bill, and four things to consider when aging in place.

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Where will you live in retirement? Four things to consider when aging in place

July 22, 2025 |RBC Wealth Management

The time is now to make plans and have conversations with families about what aging at home could look like.

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FJA Tuesdays - July 8, 2025

July 08, 2025 |Finucci Janitis Allen Wealth

Money Never Sleeps, 3 steps to prepare for retirement, and what more defence spending means for Canada's economy.

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3 Steps to Prepare for Retirement Amid Cost-of-Living Crunch

July 08, 2025 |Royal Bank of Canada

If you’re approaching retirement age amid this cost-of-living crunch, you’ll want to consider these three steps to stay on top of your finances.

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FJA Tuesdays - June 10, 2025

June 10, 2025 |Finucci Janitis Allen Wealth

How Canada can tap foreign investments for its mineral riches, Powers of Attorney and your estate plan, and "big and beautiful" or not?

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