When it comes to financial education, it’s never too late or too early to start. Whether it’s understanding the basics of earnings, budgeting or credit; tax considerations when leveraging registered and non- registered accounts; the benefits of wealth planning; or the ins and outs of transferring wealth, all members of your family will benefit from building sound financial management skills.
Do you (or your spouse) always take the lead when it comes to managing family finances? Consider the importance of ensuring both of you are financially educated – a time may come when one of you will be making major financial decisions on your own.
Have you (or your parents) recently entered a new financial stage in life? Maybe there is an opportunity to become more educated around investing and planning strategies, such as estate planning and philanthropic giving.
Do you have children or grandchildren who lack money management skills? Engaging the right subject matter experts to help build their financial skills can offer numerous financial benefits over the long term.
