How my father’s dementia diagnosis woke me up to the real cost of care

November 14, 2022 |Mark Porretta
Getting older is an unfortunate reality we all must come to grips with at some point. Whether it is us personally or close loved ones, we want the best. As our loved ones get older, we are often times faced with the tough decision of caring for them personally...
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Four effective estate planning strategies for high-net worth clients

September 29, 2022 |Mark Porretta
The more wealthy you are the more complicated your financial situation usually is. In most circumstances, when you have amassed a large wealth, you usually own a business. While this is not always the case, in the situation that you are a business owner...
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Worried about your health as you age? Create a care plan

January 31, 2022 |Mark Porretta
Unfortunately, whether we like it our not, every day we are getting older. Everyone is in a different position. Whether you are aiding for someone who is in or entering the final chapters of their lives or you are personally about to enter them, creating...
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2019 Federal Budget

March 22, 2019 |Mark Porretta
The Liberal government tabled its pre-election budget on March 19, 2019. The budget announced spending initiatives with a special focus on housing, skills for a changing job market, targeted measures for seniors, new support for zero-emission vehicles...
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It all starts with a plan

March 02, 2019 |Mark Porretta
Most people look at retirement as the "light at the end of the tunnel". People work decades at their 9-5 jobs in the hopes of one day: taking that trip of a lifetime, joining that prestigious golf club or spending more time with their loved ones. However...
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DIY Approach for Executors? We would suggest otherwise

February 23, 2019 |Mark Porretta
Speaking about death and planning for the aftermath is a touchy subject for most people and rightfully so, as it means that we have lost someone close to us. The unfortunate reality is that no one is immortal, and when a loved one passes, we are left...
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