Bereavement, Financial Planning, Inheritance Tax Planning, Legacy Planning
Ensure Your Life Wishes Are Granted Through Effective Estate Planning Legacy planning is often the last piece folks tackle in their financial planning, because it’s the least appealing to think about. Planning for a robust nest egg that will keep you safe, secure, and fulfilled when you stop working? Fun! Deciding what to do […]
View ArticleSMART Goals for New Year’s Resolutions Are you setting a goal to “get healthy” in the New Year? You might be setting yourself up for failure before the New Year even starts. It’s not that your goal is bad or impossible. Your goal just isn’t SMART enough. But with a few tweaks, you can establish […]
View ArticleEmpower Yourself by Recognising Your Freedom to Choose “When we are no longer able to change a situation, we are challenged to change ourselves.” Viktor Frankl We may not always be able to control the circumstances of a given situation we find ourselves in. But we always have the freedom to choose how we respond. […]
View ArticleHow to Spend More and Get More ROL in Retirement For many clients who spend their entire careers following a financial plan, saving and investing isn’t just a commitment, it’s a mindset. And it can be very challenging for the, to switch from a “saving” to a “spending” mindset once they do retire. It’s […]
View ArticleThe challenges of the last couple years have filled many of us with uncertainty about the present and concern for the future. How might you balance in-the-moment enjoyment with your family’s long-term security? Give yourself permission to spend. Old-fashioned financial planning puts a heavy emphasis on saving and investment goals you […]
View ArticleThe personal and professional displacement we all experienced during the pandemic has inspired many people to reassess what work means to them. Rather than let these questions linger, it could be productive to approach them with a more formal plan of action, introspection, and recalibration. If your employer offers sabbatical benefits, now might be the […]
View ArticlePut Purpose in Your Financial Planning One of the most important questions we help our clients answer is, “What’s the money for?” After all, if the purpose of your financial plan was just to keep growing your nest egg, then the best financial strategy would be to keep working and growing that nest egg as […]
View ArticleAccording to a 2019 survey by the Society for Human Resource Management, the number of organisations offering informal phased retirement to some employees has risen by 15%. And while more broadly available formal programs are only offered by 6% of companies, many retirees are so focused on building their nest eggs that they never bother […]
View ArticleSince the end of January, #YOLO has been a rallying cry on internet message boards where amateur investors have driven up stock prices for video game retailer GameStop and movie theatre chain AMC. And while everyone should have opportunities to build wealth via the markets, we believe this particular group of rebels are only half-right […]
View ArticleIf Covid-19 and social justice movements have inspired your charitable side, you might consider approaching philanthropy the same way you would approach a career move. With so many people living and working online these days, there are more opportunities than ever to branch out from your social, personal, and professional contacts to identify areas of […]
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