Financial Planning

Financial Planning

How to recover from bad financial advice

What happened when a client lost half her portfolio

By Dean DiSpalatro |January 24, 2014

3 min read

Financial Planning

Conversation starter – Leaving a lasting legacy

Need to break the ice with clients about their legacies?

January 22, 2014

1 min read

Financial Planning

Get a new perspective on cash flow planning

If you don’t have a written cash flow plan, get started by gaining a new perspective.

January 20, 2014

2 min read

Financial Planning

Plan for special-needs adult children

There will be a time when you’re no longer around to support your special-needs children. But you can plan for their well-being.

By Staff |January 20, 2014

2 min read

Financial Planning

Should you put your cottage in a trust?

Putting the family cottage in a trust could preserve it for future generations and keep the family peace.

By Dean DiSpalatro |January 17, 2014

2 min read

Financial Planning

Conversation starter – Should you put your cottage in a trust?

Ask your client, “Who’s inheriting the family cottage?”

January 17, 2014

1 min read

Financial Planning

Should you commute your pension?

What to think about before deciding to commute your pension.

By Staff |January 14, 2014

2 min read

Financial Planning

Preparing for rising rates

In the investment world, most things that go down eventually come up, and that means it’s only a matter of time before rates rise.

By Staff |January 13, 2014

2 min read

Financial Planning

Valuing intangible assets

Goodwill, trademarks and other intangible assets boost the worth of your business. But calculating their value can be tough.

By Steven Hacker and Amanda Salvatori |January 9, 2014

3 min read

Financial Planning

Can you leave money to an unborn heir?

What if you want to leave funds for a child or grandchild yet to be born? You can do it, but it’s complicated.

By Lisa MacColl |January 8, 2014

3 min read

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