What Happens to a Vacation Property After a Death?
Losing a loved one is hard enough, but the future of your cherished vacation home can add extra stress. This blog post offers clear steps to navigate this situation, helping you understand ownership transfer, management, and potential tax implications.
5 Things a Great Advisor Will Do to Support You
Feeling overwhelmed by financial decisions? You’re not alone. But what if there was a guide by your side, helping you navigate your financial goals and develop a plan for the future? A great financial advisor can do just that, and here are 5 ways they’ll support you on your financial journey.
Segregated Funds: Superhero or Overpriced Sidekick?
Today we’re diving into the world of Segregated Funds, also known as Seg Funds in the insurance world.
Seg Funds have been getting a lot of buzz lately, often portrayed as the invincible heroes of the investment world. But before you jump on the bandwagon, let’s take a closer look and see if they truly live up to the hype.