2023

 

Preparing the next generation for wealth

With some estimates showing that 70% of wealthy families will lose wealth by the second generation, and 90% will lose it by the third, what can creating a strong wealth transfer plan look like?

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2023 year-end tax planning checklist

Take some key steps before the end of the year and early in the new year from a tax planning perspective to make a positive impact on your overall finances.

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Thinking about buying a vacation property?

From a lifestyle perspective, owning a vacation property is a great investment. What financial factors should you think about when considering purchasing a vacation property?

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Estate planning for the LGBTQ2+ community

Estate planning is important, but it’s particularly crucial for members of the LGBTQ2+ community who can face complexities in ensuring their wishes are respected.

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Trusts: A powerful estate planning tool

Trusts can allow you to get specific about transferring wealth to beneficiaries, maintaining control over how it’s used, and ensuring your assets benefit the people and causes you care most about.

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Maximize your charitable giving

Want to be more strategic about your charitable giving? A carefully crafted strategic giving plan can maximize tax efficiency and help you leave a lasting legacy.

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First Home Savings Account (FHSA)

The FHSA is a tax-free savings account for first-time home buyers, offering an opportunity to save $40,000 for a down payment to take advantage of potential investment growth.

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Planning to gift assets to your children?

Giving isn't just about leaving a legacy once you’re gone, it can also be about making an impact during your lifetime. Gifting in life allows you to support your loved ones in meaningful ways.

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The value of financial advice

An advisor’s historical perspective, long-term strategy, and unbiased guidance can help you avoid making emotional decisions that may not be in your best interest – and minimize loss during a market downturn.

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Take charge of your financial future after a dementia diagnosis

A dementia diagnosis can be devastating, but you can take key financial steps now:

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