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
The importance of keeping faith in a long-term plan
March 6, 2025 - Staying focused in fluctuating markets is crucial. Evan Riddell explains the power of a long-term perspective.
2025
Not Everyone Needs a Wealth Advisor… Do You?
March 5, 2025 - Is a wealth advisor right for you? Lynn MacNeil offers expert guidance on making smart financial choices.
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…