The Taxing Issue of Succession Planning
Personal Finance
The Taxing Issue of Succession Planning
May 5, 2023 by in Personal Finance

Whether it’s the sight of Logan Roy foaming at the mouth at his conniving, inheritance-sucking kids in Succession or the recent Federal budget, which outlined new rules around intergenerational business transfers, the passing down of family wealth is a core part of a good financial plan.

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As Women Live Longer, They Should Also Plan For A Second Retirement
Personal Finance
As Women Live Longer, They Should Also Plan For A Second Retirement
April 5, 2023 by in Personal Finance

"Second Retirement" refers to the period after the death of the first spouse when the survivor must tend to household, financial and health matters alone. This article correctly points out that fewer still focus on the repercussions to the spouse who is left behind.

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Key Dates For 2023
Personal Finance
Key Dates For 2023
February 28, 2023 by in Personal Finance

In this brief 3-minute video, our Head of Financial Life Strategies, Monique Madan CFP, gives you a look ahead to some important tax considerations for 2023.

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Tax Season: Bucking the Trend
Personal Finance
Tax Season: Bucking the Trend
February 22, 2023 by in Personal Finance

Even Albert Einstein, a man with a brain capable of solving the most complex physics equations, stumbled when it came to taxes. “The hardest thing in the world to understand,” he said, “is the income tax.”

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The Art and Science of Spending Money
Personal Finance
The Art and Science of Spending Money
January 31, 2023 by in Personal Finance

Building wealth must be about more than just seeing a larger number on your investment statement each year.  Wealth translates into life satisfaction when it has a purpose. 

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2023: Building on a better base for investors
General Economy
2023: Building on a better base for investors
January 25, 2023 by in General Economy

Investing money at its most basic is just delayed consumption. Putting $250 away versus buying another pair of shoes simply means you can buy those shoes at some point in the future. It makes sense then that the baseline goal of investing is to protect the purchasing power of your money.

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Do you really need to work longer?
Personal Finance
Do you really need to work longer?
August 23, 2022 by in Personal Finance

Slaving over a hot computer, putting in extra hours over the weekend… many pre-retirees are driven by a fear of the future. What if I don’t have enough money saved? What if I outlive my investments? Maybe I’ll just tap away for another two years to ensure my family are secure.

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Why Financial Planning Has A Reputation Problem
Personal Finance
Why Financial Planning Has A Reputation Problem
July 5, 2022 by in Personal Finance

Maya Angelou, it turns out, was not just a poet and philosopher for the ages. The literary legend was also a savvy client who fired more than one financial advisor she deemed guilty of either talking down to her or ignoring her socially responsibly investment requests1. She may not, as she admitted, have understood the markets but she certainly understood her value. 

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