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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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David Chilton, The Wealthy Barber

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 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 Wealthy Barber on why a DIY approach for executors is often unwise

Feb 20, 2019 |RBC Wealth Management

Being an executor is a huge responsibility and frequently involves a tremendous amount of time and stress. Why not get help? —David Chilton

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Retirement Planning Services

Dec 18, 2018 |Joshua Opheim

Retirement involves just as much risk as any other financial milestone in your life.

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Estate Planning Services

Dec 18, 2018 |Joshua Opheim

Estate planning can be simple, but typically transitioning wealth between generations consists of a variety of factors and variables.

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Is your Will up to date? The challenges of settling an estate after a sudden loss

Dec 14, 2018 |Joshua Opheim

When Greg Howson suffered a heart attack at the age of 57, he left his grieving family unprepared for the work that lay ahead.

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Why The Wealthy Barber won’t act as executor for even his closest friends

Dec 04, 2018 |RBC Wealth Management

I refuse to take on the executor role for even my closest friends’ wills. If you’re wondering why, you’ve probably never been an executor. —David Chilton

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No asset in your estate can be as emotionally charged as the family cottage

Aug 24, 2018 |Leanne Kaufman

As a cottage owner, open dialogue with the next generation is critical for avoiding potential conflict for those you leave behind.

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