Advisor to Client

5 mistakes to avoid as an executor Fallback Image Decorative pattern

Risk Management

5 mistakes to avoid as an executor

Without a legal or financial background, being an executor can be tough going. Avoid these five common mistakes.

By Elaine Blades |March 11, 2014

3 min read

Tax credits for seniors Fallback Image Decorative pattern

Tax

Tax credits for seniors

One of the perks of getting older is being able to take advantage of more tax credits. Take a look at the potential savings.

March 11, 2014

2 min read

Be a forward-thinking investor Fallback Image Decorative pattern

Investing

Be a forward-thinking investor

It’s human nature to look at past performance to try and gauge what the future holds.

By Staff |March 11, 2014

1 min read

Presentation: Do you own more than one home? Fallback Image Decorative pattern

Tax

Presentation: Do you own more than one home?

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the topic of ways to minimize tax when clients own more than one home (Based on an article by Jacqueline Power). We know you’ll want to customize them and add elements specific to your client, so we’re providing a Word file to make that easier (there is no PowerPoint).

March 10, 2014

1 min read