Case study: Divorced and still supporting her adult children, will this lawyer have enough to retire?
Julianna is a 58-year-old partner at a prestigious law firm whose legal practice is structured within an individual professional corporation. She works hard, putting in between 80 to 90 hours a week. Juliana is recently divorced and feels some guilt for prioritizing her career as her three kids were growing up. As a result, she […]
Case study: A tale of two brothers and one family cottage
Case study: A tale of two brothers and one family cottage
Case study: An entrepreneur selling a very successful business that his four sons thought would be passed on to them (somehow)
Case study: An entrepreneur selling a very successful business that his four sons thought would be passed on to them (somehow)
Love and marriage – and money: Five pearls of wisdom for couples
Love and marriage – and money: Five pearls of wisdom for couples
Caught in the middle? Six things to know if you’re among the Sandwich Generation
Caught in the middle? Six things to know if you’re among the Sandwich Generation
A plan within a plan within a plan: Why your tax, estate and financial plans should work together
A plan within a plan within a plan: Why your tax, estate and financial plans should work together
Why women have come a long way but still have a long way to go
Why women have come a long way but still have a long way to go
Beyond RRSPs: Could you be missing out on the benefits of a PPP and RCA?
Beyond RRSPs: Could you be missing out on the benefits of a PPP and RCA?
Get over it and start again: How to move past failed New Year’s money resolutions
Get over it and start again: How to move past failed New Year’s money resolutions