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
Tax loss harvesting: How to make the most of unrealized losses
December 17, 2025 - Andrew Feindel writes that tax loss harvesting works best when decisions are coordinated across accounts and grounded in a clear understanding…
2025
'Tis the season: How to make philanthropy part of your financial plan
December 3, 2025 - Philanthropy can enrich your life and align your finances with your values when approached with purpose and proper planning, writes Diana…
2025
Did you win some lotto money? Here are the first five things you should do
November 19, 2025 - Whether it’s $50,000 or $5 million, sudden windfalls of wealth bring both opportunity and risk, writes Ida Khajadourian.