Relationships depend on trust, and yet research consistently shows that couples aren’t always completely open with each other about their finances.

Each loyalty program has its own rules about whether points can be transferred to a beneficiary, so check your programs’ policies. When allowed, list the loyalty program in your will and name the beneficiary of the points.

The day may come when your parents find it more difficult to take care of their financial matters. Your help can make a difference, whether it’s in the form of your time, advice or financial assistance.

In the early months of 2020, the coronavirus outbreak led to a sudden market meltdown—only to be followed by a surprisingly quick recovery by the summer. Not long after, in 2022, equity markets around the world entered bear market territory.

If you haven’t accounted for your digital property in your will or another document, you’re not alone. This is often overlooked when planning an estate.

Withdrawals from a Registered Education Savings Plan (RESP) are different than those from other registered plans. With an RESP, some withdrawals are taxable, while others are not.

You may think you’ll never fall victim to phishing attacks, but new technologies are making online and phone scams more dangerous. Also, other family members could be at risk.

If you haven’t already given us the name of a “trusted contact person,” read why naming one now could help you in the future…

Wealth planning in retirement involves new rules, products and strategies—but don’t feel stressed. We’ll keep you informed and help you explore your options…