So, you want to buy a vacation property — but is it a good investment?

Here are a few things you should think about before you seriously consider purchasing a vacation property.

11 minute read

moving chess pieces from point A to B to identify steps for financial planning

Estate planning

Take charge of your financial future after a dementia diagnosis

While many people can continue to live happy and productive lives for years after a diagnosis, at some point there may be a time when…

12 minute read

a carefree couple after selling their home

Life events

Selling your home – what to consider before you list

Selling your home? Whether you’re upsizing, downsizing, or choosing to rent for a while to weigh your options or wait for the market to cool,…

8 minute read

the satisfaction of moving in after buying a home

Life events

Planning to buy a home? Balance the practical with the emotional.

Buying a home is likely one of the biggest financial decisions you’ll ever make. But it’s also an emotional process as you face a major…

12 minute read

family discussing mortgage and financial considerations with advisor

Life events

Mortgage 101 – a quick primer

There’s a lot to think about when you’re considering a mortgage: your down payment, type of mortgage, how long you have to pay it off,…

2 minute read

thinking about finances before changing jobs

Life events

Financial considerations when you change jobs

Whether you’re considering changing jobs, switching careers or leaving your job entirely to discover your passion, be sure to give careful thought to the financial…

7 minute read

contemplating the future

Life events

Setting your adult kids up for financial independence

Setting your adult kids up for financial independence: With home ownership becoming increasingly difficult to achieve, many Gen Y & Gen Z adult children are…

8 minute read

an adult child moving back home

Life events

When adult children move back home

5 tips to avoid intergenerational conflict - and protect your retirement plan: More adult children are moving back home to save money and find their…

9 minute read

stacks of income and expense documents

Life events

How to spot “invisible” cash flow

Are you in the midst of negotiating a separation? As this case study illustrates, your tax return may not include “invisible” cash flows that should…

5 minute read