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The Wealthy Barber on how a cottage can complicate estate planning

 September 23, 2024 |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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Video: The Wealthy Barber on why executors should rely on trustworthy professionals

Video: The Wealthy Barber on why executors should rely on trustworthy professionals

 November 29, 2023 |RBC Wealth Management

There’s a lot of advice online, and a lot of misinformation. If you’re an executor, get the right advice for you.

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Video: Are you an executor? Three reasons why you should get help

Video: Are you an executor? Three reasons why you should get help

 November 29, 2023 |RBC Wealth Management

The Wealthy Barber on why executors should consider getting help from the professionals.

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Monthly Musings

Monthly Musings- Sequence Risk & The Cash Wedge

 June 30, 2023 |Luke Charbonneau, CFA

When an investor transitions into retirement, the sequence of their investment returns becomes a material consideration. I discuss the benefit of the cash wedge income delivery strategy for retirees.

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David Chilton

Video: Does your executor have financial skills? Why the Wealthy Barber thinks they should

 April 26, 2023 |David Chilton

Will and estate planning tips for multiple generations

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