When talking about our finances, we often get caught up in the dollars and cents, and the tangible return on investment (ROI) we can use to improve our lives. But, if that's the main criteria we use when we’re looking for a Financial Advisor, we may miss other important aspects. of the relationship and end up working with an advisor that doesn’t fit with our needs or wants.

Wills are rarely simple. Add blended families into the mix and it gets incredibly complex. So, the wills of both partners in a blended family must be created carefully so that it doesn’t add more tension to an already challenging time.

After a rather stormy couple of years, the NASDAQ has officially entered bear territory. For many, years of savings have lost value. However, as counterintuitive as it sounds, now is not the time to change your investing strategy.

If you don’t already have power of attorney established, now is the time to consider who you should appoint. To help you better understand, we’ll cover the most important parts so you can make the best decision for you.

Creating a will isn’t typically high on our list of priorities. Often we procrastinate, pushing it off as long as possible, until it’s buried beneath a million other “more pressing” tasks. That’s when we risk forgetting about doing it entirely. But, completing your will needs to be done eventually, and the truth is now is the best time to do it.

When and how to retire is a major decision. The good news is, as you move away from the workforce, new opportunities for decreasing your tax burden open up, including the Pension Income Tax Credit. To help you make the most of it, we’re covering the ins and outs of what it is and how you can access it to lower your taxes.