Navigating through different priorities and visions for the future

Jun 21, 2021 |Jean-François (JF) Droz
When couples start working on their financial plan they are often surprised how far apart they are in setting financial priorities and a vision for their future. A disconnect in life goals and priorities is one of the many money concerns couples have...
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Have you made these two estate planning mistakes?

Nov 30, 2020 |RBC Wealth Management

The Wealthy Barber on what you may have overlooked in your estate plan.

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Why your digital assets should be part of your estate plan

Nov 25, 2020 |RBC Wealth Management

The Wealthy Barber on planning for your digital assets after you’re gone.

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Estate planning to avoid a family feud

Nov 17, 2020 |RBC Wealth Management

The Wealthy Barber's strategy for family heirlooms and personal belongings.

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Separation, Divorce and Your Finances – The Two First Steps.

Nov 02, 2020 |Jean-François (JF) Droz
Going through the breakdown of a relationship is heartbreaking and coping with the emotional aspects is a big part of your journey. There are also legal and financial issues that need to be addressed to protect your financial health. If you have children...
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Parted ways with your employer, offered a severance - get financial help before you sign anything!

Sep 23, 2020 |Jean-François (JF) Droz
Ending an employment relationship through lay-off, restructuring, or position elimination is never easy. Here are 5 things you need to consider for getting your financial ‘house’ in order before you start your job search. As with any life transition,...
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The Wealthy Barber’s tips for choosing the right executor

Aug 19, 2020 |RBC Wealth Management

“I don’t want to be an executor. Too much work. Too much stress. Too much potential liability.”

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The Wealthy Barber on how a cottage can complicate estate planning

Aug 13, 2020 |RBC Wealth Management

“The last thing you want is for your cottage, a place of great memories, a true family treasure, to end up being a wedge that drives your family apart.”

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Named as an executor? The Wealthy Barber thinks it's important to know what you're getting into

Aug 07, 2020 |RBC Wealth Management

“If you’re named executor, please get professionals involved. I don’t mean psychiatrists, though that may be a good move, too.”

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Good financial Habits – the odds are stacked against us, but here are tips to overcome them.

Jul 28, 2020 |Jean-François (JF) Droz
4 realities that get in the way of good financial habits and tips to overcome them In a recent post, 3 habits to help you improve your financial health, I introduced the idea that financial well-being is made up of two parts: financial wealth and financial...
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