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.
Combining Finances: A Key Step for Your Relationship
Combining finances with your partner is a significant milestone in any relationship, whether you’re getting married, moving in together, or starting a family. This decision requires careful consideration and open communication to ensure a smooth transition and mutual understanding. In this blog post, we’ll explore three essential aspects to discuss before taking this important step.
Gifting vs Lending: How to Help Your Adult Kids
As parents, we always want to support our children in any way we can, including financially. However, deciding whether to gift or loan money can be a complex decision, and it’s important to carefully consider the implications of each option.
Things I Would Tell My 18-Year-Old-Self
The first thing I would tell my 18-year-old self: get a haircut. Oh my, what was I thinking? When my boys turned 13, I reached out to men in our circle of friends and family and asked them what they would have said to their 13-year-old selves. It was fascinating to hear their responses. It had nothing to do with money; it was all about building character, the importance of who your friends are, the importance of faith, and how each of these areas of life shape who we become. For this blog, I will leave the more important life decisions for another day and focus on three financial things that I would tell my post-high-school self. So here we go, my letter to my 18-year-old self.
