Sandwich Generation: Feeling the Squeeze Lynn MacNeil September 26, 2024 709 Managing Your Money The sandwich generation refers to middle-aged adults (often in their 30s to 60s) who care for both their older parents and their own children, whether financially, physically, or emotiona...
Decrypting DAFs (Donor Advised Funds) Lizzie Cody, Philanthropic Advisor September 18, 2024 506 Do you discuss philanthropy with your clients? Research shows that advisors who engage in discussions around giving with their clients bolster their business and increase client satisfaction by building a bette...
Inheritance Dynamics: Preparing for the Wealth Handover Lynn MacNeil August 20, 2024 517 Managing Your Money There is an enormous amount of wealth that will be passed down to the next generations over the coming years. Current estimates put it over a trillion dollars! It’s predicted to be the larg...
Is Enough ever Enough? When does financial stress disappear? Lynn MacNeil July 11, 2024 673 Managing Your Money A 2024 survey done by FP Canada revealed that for the seventh year in a row, Canadians say money is their top source of stress. The numbers have increase over each of the past three years, ...
The Cost of Health: Planning for the Economics of Aging Lynn MacNeil May 12, 2024 1173 Managing Your Money Naturally, when planning for your long-term financial future, it is clear (especially these days) that we need to consider inflation, or a cost-of-living adjustment, usually somewhere aroun...
Spring Clean your Finances! Lynn MacNeil April 11, 2024 792 Managing Your Money Springtime brings out in many people the urge to clean and refresh. The natural world revives and reinvigorates after the colder winter months. It's a season that symbolizes starting fres...
Tax planning…don’t wait until it’s too late! Lynn MacNeil March 11, 2024 1088 Managing Your Money I’m talking about 2024…because unfortunately, it’s already too late for 2023. While 2023 tax preparation may not be underway, any tax planning opportunities for 2023 ended December 31, 2023...
Even with lots of money – you can still ‘fail’ at retirement! Lynn MacNeil February 17, 2024 875 Managing Your Money Deciding to retire is a BIG deal. Making the right decision at the right time is crucial because it will affect the next twenty to thirty years of your life. There are many reasons why a p...
Everyone Needs a Plan! Lynn MacNeil January 25, 2024 1102 Managing Your Money “A goal without a plan is just a wish.” This quote by renowned French writer Antoine de Saint-Exupéry describes what many people encounter when they set goals… especially New Year’s resolut...
High-Interest Savings Accounts – they’re not all created equal Lynn MacNeil December 17, 2023 1703 Managing Your Money I recently had an interesting banking experience that I wanted to share, hoping it would save you from making the same assumption I did. At my bank, I had some money in a savings account t...
