Wealth strategies
Life events
Advice for every stage of life.
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…
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…
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…
Life events
Prenuptials: Thoughtful and equitable
Couple designs prenup to manage expectations and protect assets.
Life events
No prenup?
Julian’s experience highlights what can happen in the absence of any domestic agreement and a large imbalance of wealth. The 42-year-old executive recently divorced after…
Life events
The importance of being tactical
When it comes to investing, being tactical is less like running a marathon and more like rearranging your activities to meet your daily step count.…
Life events
Prenuptials and asset protection
Why consider a prenuptial agreement? In this case study we compare two couples: one with a similar net worth that chose to set up a…
Life events
Are you financially prepared for widowhood?
Like any major life-changing situation, some basic financial preparation in the present can help to alleviate some of the practical difficulties and challenges when you’re…