Women and empowerment: Knowledge and discipline are the path to financial freedom Published by Susan Carson on Oct 02, 2024 Unlike in the United States and other countries, Canada celebrates Women's History Month in October. Why? Because, shockingly, women in Canada weren't officially recognized as "persons" until a court ruling in 1929. Even more surprising, until 1964, many... Read more
The importance of Understanding Your Net Worth in Building Wealth Published by Susan Carson on Sep 21, 2024 When it comes to building wealth, having a clear understanding of your financial position is essential. A statement of net worth, which details your assets and liabilities, serves as the basic building block in this process. It provides a snapshot of... Read more
Investment Markets: Understanding Cycles and Embracing Long-Term Strategies Published by Susan Carson on Sep 02, 2024 Investment markets -- either in equity or debt -- experience cycles of expansion and contraction. Simply put, investments increase in value, maintain their value or decline depending on economic cycles and investor sentiment. Economic Cycles and Their... Read more
Navigating Widowhood: Empowerment through Preparation and Support Published by Susan Carson on Aug 02, 2024 The death of a spouse is a challenging and often unexpected life transition that many women face. The average age of widowhood in Canada being just 56 years old, it's crucial to prepare both financially and emotionally for this tragic possibility. At... Read more
The Power of compounding and regular saving Published by Susan Carson on Jul 14, 2024 The Power of Compounding Interest and Compounding Investments When it comes to building wealth, one of the most powerful concepts to understand and leverage is compounding interest. Sometimes referred to as the "eighth wonder of the world," compounding... Read more
You are an executor - what now? Published by Susan Carson on Jul 08, 2024 The Role of an Executor: Navigating Responsibilities and Seeking Professional Guidance Being appointed as an executor is both an honour and a significant responsibility. When someone you care about names you to this important role, it means they trust... Read more
Women's Financial Advisors Matter Published by Susan Carson on Jun 10, 2024 Navigating the world of personal finance can be complex for anyone, but women often face additional challenges and considerations. Women have unique financial needs that require careful attention and specialized support from their financial advisors.... Read more
Consistency, continuity, and compassion. Published by Susan Carson on Apr 27, 2024 Consistency, continuity, and compassion. Those are some of the key values that Richardson Wealth / Morson Carson Wealth Counsel bring to the table when talking to women investors. Susan Carson specializes in wealth planning for professional women, physicians... Read more
Meet the Morson Carson Wealth Counsel Filed Under: Estate planning | Financial Planning | Investment Services | Portfolio Management | Retirement | Tax Planning | Total Client Experience | Wealth Management Published by Susan Carson on Apr 19, 2024 In today’s fast-paced world of finance, small business owners are facing new and unique opportunities and challenges like never before. At Richardson Wealth / Morson Carson Wealth Counsel, we work with you as entrepreneurs and business owners, no matter... Read more