Estate planning is when you make a plan for what will happen to your money and property after you die. For example, you can decide who will get your house, or how your money will be used to help your family.
Learn more about estate planning from our financial advisors below.
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2020 was a year notable for a series of disruptive economic events, dramatic shifts in the way Americans work, and renewed interest in alternative markets, especially those embracing change to. . .
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“Rising unemployment has serious implications, even for those already retired.” Robert Cannon. As the country emerges from COVID-19-related lockdowns, we are beginning to see more of the economic aftermath, particularly. . .
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“It’s been over thirty years since Toronto Stock Market launched the first exchange-traded fund (ETF). Since that time, ETFs have gained popularity and are poised to take over the current. . .
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“There is only one difference between a long life and a good dinner: that, in the dinner, the sweets come last.” – Robert Lewis Stevenson. We all want our retirement. . .
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“Building an expert team to guide you through the often bewildering and frustrating financial landscape is a crucial task if you are a pre-retiree or already retired.”-Eric Coons “Do-it-yourself” retirement. . .
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Are you a woman who tosses and turns at night, worrying about money? Insurer Allianz surveyed women in 2019 found that 67% of female survey respondents reported worrying about their. . .
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“Index investing” is a passive investment strategy used by some investors in an attempt to generate returns comparable to a broad market index. Proponents of index investing believe that it’s. . .
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“If you are preparing to purchase an annuity, you will need to decide when you want your stream of periodic payments to begin. The time when the income stream turns. . .
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If you have been looking for a financial advisor or retirement and income specialist recently, you may have run across the term “fiduciary.” Fiduciary rules have been in the news. . .
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In September 2020, the Federal Reserve ended its two-day policy meeting by announcing its intention of keeping interest rates at their current all-time lows until 2023. Since 70% of the. . .
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