Set at a fictional Lehman Brothers-style investment firm in the early days of the 2008 financial crisis, Margin Call (2011) bills itself as an inside…
Donor-advised funds let givers have flexibility to establish their legacies.
A wealthy client has expressed interest in making a substantial gift to charity. Ask her, ‘What causes matter most to you?’
What happened when a client lost half her portfolio
Need to break the ice with clients about their legacies?
If you don’t have a written cash flow plan, get started by gaining a new perspective.
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.
Ask your client, “Who’s inheriting the family cottage?”
Putting the family cottage in a trust could preserve it for future generations and keep the family peace.
What to think about before deciding to commute your pension.
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.
Goodwill, trademarks and other intangible assets boost the worth of your business. But calculating their value can be tough.
Need to get your client thinking about valuing intangible assets? Try this tip.
What if you want to leave funds for a child or grandchild yet to be born? You can do it, but it’s complicated.
Business partners should consider the following what ifs, even if they think they know each other well.
As part of the Investor Education Fund’s financial literacy campaign, CTV News Toronto’s Pat Foran has five tips to help you achieve your financial goals
Where should you spend the winter? These questions will help you decide.
Here’s what you need to know about guarding your online legacy.
Need to break the ice with clients about estate planning and their digital legacy?
Even the most careful retirement planning is sometimes no match for real life. Here’s how to re-group.
A financial product is an often-overlooked gift idea likely to keep its worth long after those new clothes are outgrown and that trendy technology becomes…
Dealing with debt means understanding its true cost
Should you eliminate your debt before investing? Or should you pay down debt while continuing to save and invest? Learn what to do.
Need to connect the planning dots about debt when you're in front of clients? Use this.
Debt is a complicated topic, and talking about it isn’t always easy. Here are some suggestions on how to approach the topic of debt with…