Financial Fitness: Consider gifting your assets as part of estate plan
Gifting assets while you are still alive is a valuable estate planning technique for passing wealth on to adult children.
Articles by Deborah Leahy
Financial Fitness: Three ways to use life insurance for charitable giving
Using life insurance solutions for charitable giving can be an effective strategy that can help you support registered charities of your choice.
Can Artificial Intelligence help you become a better investor?
AI has become a significant part of the financial services industry.
Financial Fitness: Talk to your adult children about your estate plans
Make sure they understand your estate plan so you can avoid potential confusion, hard feelings and family squabbles
Financial Fitness: Annuities or RRIF?
An annuity is a straightforward income solution. It will generate fixed monthly payments without the need to worry about managing investments in retirement. An annuity…