When money moves from an inheritance, severance or retirement, you need a game plan. I help Canadians 45+ build one | Retirement • Tax • Estate Planning
A house worth 500K is not a 500K inheritance. Before deciding anything, find out: is there a mortgage, unpaid taxes, other claims, did you inherit all of it or a share. A will doesn't mean you can list it tomorrow.
You can love the person who left you a house without owning it forever. You can keep it without proving it's the best investment on earth. The goal was never the building. It was giving you something that helps.
You just inherited a house. And before you've called a realtor, three relatives already told you what to do with it. Never sell. Sell and split it. Rent it, it pays for itself. They can't all be right. The answer is in three numbers, not who's loudest.
What do you want your children or grandchildren or great-grandchildren to understand about you? These items told more than any photo album ever could. https://t.co/pWwcsLgjuJ
With AI, shifting supply chains and political forces reshaping the landscape, businesses across every sector face a pivotal year ahead. Here are three hard-won lessons that can help you adapt to market changes. https://t.co/Ca9uLOZQ5D
Starting your debt-free journey generally begins with simple steps such as sticking to a budget and gradually working towards increasing your income. https://t.co/zWa6Xy0J6r
Many economists say Trump's tariffs, as well as some of his other proposals, could kick-start another bout of inflation and interest-rate hikes. https://t.co/J2tNCoWBfQ
Entrepreneurship isn't merely about launching a business; it's a long-term journey filled with challenges, resilience and, often, failure. But it's these challenges that shape us — so you can embrace them. https://t.co/pnxse8Kt1b
The former Wall Street Journal columnist Jonathan Clements faces a terminal cancer diagnosis the only way he knows how—with practical suggestions about family finances. Worth checking out. https://t.co/Xef1ZKsrYN
Economists make projections and fools make predictions – expectations are another matter. You can expect we'll still be talking about these 10 priorities in 2025. https://t.co/XBmsxkYWI5
Searching for the safest places to travel? An annual report ranks the safest countries in the world—with Iceland coming out on top. The United States didn’t make the cut. https://t.co/rCf1Z8lBrs
Resist the urge to procrastinate with the 'I'll think about that later' mindset. There's nothing quite like the assurance from your financial advisor saying, 'You're going to be okay.' Embrace that peace of mind!
What does your retirement look like #RetirementPlanning#Freedom