The author thanks her dad for being upfront about his financial plans, and offers tips for family discussions about money.
Susan Goldberg discusses how advisors can help over-savers enjoy (at least some of) their money in the here and now.
Susan Goldberg discusses how to talk to clients about planning for dying.
Negotiating a separation agreement is difficult, especially when children are involved. Even in the most amicable of splits, dividing up assets, figuring out custody arrangements and deciding on the terms of spousal and child support are daunting tasks. Equally daunting for many separated parents is the financial prospect of paying child support, or the possibility […]
8 strategies to help clients protect assets
Do you have to pay for your child's education when you're divorced? The jury's out
Susan Goldberg discusses how physician-assisted dying legislation affects estate planning.
Getting hitched? Give at least as much thought to your investments as you do your gift registry
How gamifying your approach can result in a win for all
Those who bought U.S. real estate when prices were low and the loonie was strong now have potentially lucrative options when it comes to their warm-weather retreats