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

a smooth start for a couple moving in to their home

Life events

Prenuptials: Thoughtful and equitable

Couple designs prenup to manage expectations and protect assets.

6 minute read

couple contemplating the complications of a prenup

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…

5 minute read

making and following a plan

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.…

13 minute read

a smooth start for a couple moving in to their home

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…

4 minute read

a professional swimming for wellness

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…

8 minute read