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Stepfamilies are common, but planning for who gets what after you die is anything but routine. When families come together, each with their own possessions, ensuring your assets go where you want is key.
When interest rates move lower, you may wonder how your finances will be impacted, both now and in the future. What does it mean for people with mortgages, savers or the recently retired? Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Kim Parlee with some ideas to help manage the changing environment.
Leaving a lasting legacy for your family can involve careful planning and a team of professionals. Here are five questions that can help get you started.
For couples who meet later in life, retirement planning may seem a little daunting. But it doesn’t have to be. If you get started now, and ask the right questions along the way, it can even be exciting. Here are a few questions that should be top of mind.
Many people have heard of the Registered Education Savings Plan (RESP), but not everyone knows how it works. Here are some of the ins and outs of this registered account.
A doctor? A lawyer? Maybe a software engineer? Who knows what path your child may pursue. We break down the economics of some popular career paths so you can ask: How can I help?
We take pride in delivering personalized advice. To achieve this, we take a 360-view of your present situation to learn more about your vision for the future and develop long-term strategies to help you achieve your objectives, goals, and priorities.
Following two difficult years, the need for giving continues to grow, in Canada and across the world. For those who would like to make philanthropy a part of their legacy, here are seven key considerations (and surprising tax benefits) you should be aware of.
There are lots of well-worn thoughts on retirement. Unfortunately, many of these ideas should have been retired a long time ago. Here are some up-to-date ideas on how you should approach retirement.
Q: My dad is in his 70s and has mentioned moving in with his new girlfriend. Should we be concerned about protecting his assets if the relationship gains common-law status?
The Private Giving Foundation was the first-of-its-kind fund in Canada. Jo-Anne Ryan, Executive Director and architect of the foundation speaks to us about the value of flexible giving and how you can make an impact with your good fortune.
Whether through luck or longevity, many Canadians nearing retirement are living in homes that may be worth double what they paid for them 10 or 20 years ago. Even with recent dips in the market, these paper millionaires may be asking themselves: Should I stay or should I go?
If retirement is on the horizon, but it feels like there's still so much to do, feel free to take a breath. This checklist may help alleviate some of your worries.
You may not work, live or spend much time in the United States, but if you think that means you’re not subject to U.S. taxes, you could be in for an identity crisis.
Most couples will face a knotty financial problem that will test their love for each other. If arguing about money is upsetting a great relationship, here are some things to consider.
Got the travel bug again, but unsure where to start? Consider one of these epic adventures — any of which can be tailored to your budget and style.
Too many Canadians are dying without a Will, leaving children, heirs and assets in limbo. Here’s why you should consider writing your own will today.
