Financial Post
January 2, 2025.
Thinking about a career change? It’s an exciting step, but it’s important to plan for the financial impact. Lynn MacNeil, Wealth Advisor at Richardson Wealth, highlights how a detailed wealth plan can help you understand the trade-offs, manage income changes, and stay on track for your long-term goals like retirement.
2025
Why some clients are producing documentaries and books as part of their legacy planning
February 3, 2025 - Joseph Bakish highlights the value of video services for "before I go" wishes in estate planning. “It’s not just about the…
2025
Cents vs Sense: Considerations for Intergenerational Wealth Management
January 27, 2025 - Joelle Hall discusses several considerations for intergenerational wealth management, especially in buying real estate for children.
2025
Charting the course: Insights for aspiring wealth advisors
January 27, 2025 - Alexandra Horwood shares practical insights for aspiring wealth advisors – from finding your niche and building trust with clients, to seeking…