Insights

With a growing awareness and change in dialogue over the course of the pandemic, many are turning more attention to their estate plans. Here are some important considerations in protecting yourself and your loved ones.

The basic principles of investing cover bitcoin, stocks and even your bank account

The Wealthy Barber's crucial message to all of his French-speaking friends, in French

Instead of placing the stress on a loved one, experienced professionals can carry out your last wishes

If you’re acting as an executor of a Will, consider hiring an executor’s helper

Being objective to avoid biases and blind spots, understanding market history, and paying attention to cogent trends are three important aspects of managing portfolios.

“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”

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.

Here are two handy checklists of questions to address and aspects to consider.