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The Wealthy Barber on the markets, economy and the current business environment

Jul 06, 2020 |RBC Wealth Management

“I'm still a long-term optimist, there are definitely challenges out there now, but I feel good about where we're headed.”

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Talking to your parents about their estate plan

Jun 03, 2020 |Leanne Kaufman

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.

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Have you talked to your family about estate planning?

May 05, 2020 |David Chilton, The Wealthy Barber

The Wealthy Barber says it’s important to talk to your loved ones about your estate plan and where your important documents can be found.

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Have you prepared and reviewed your Will?

Mar 16, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

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

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Thinking ahead for beneficiaries with disabilities

Mar 15, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

When a family member has a disability, estate planning may be more complex. Here are two potential options to consider.

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What does your charitable legacy look like?

Mar 14, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Options for planning ahead to create a charitable giving impact that lasts beyond your lifetime.

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In the face of loss: Handling an estate and stepping in as sole financial decision-maker

Mar 13, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

After losing her partner of 32 years, Lorraine was overwhelmed with grief. Then came the challenges of estate settlement and taking on the finances. Here’s how she found direction to get through it.

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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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Redefining your estate in the digital age

Mar 10, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Find out how the digital shift may impact how you plan your estate, and tips for pre-planning your digital assets.

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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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