Posts in Estate planning
5 topics to discuss with your aging parents

When you think about adulting, it’s all about relying on your parents less, right? Well, here’s the secret: As you grow up and rely less on your parents, they, sensing your newfound confidence and maturity, will begin to rely more on you! It’s the circle of life (cue the Lion King music), and this post will walk you through the talks you need to have with your parents to prepare you as they hand over the torch. If your parents already treat you as their tech support hotline...you know it’s time for this talk!

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How do you organize your important documents?

Are you familiar with a dusty old shoebox filled with important documents, electricity bills, your grade 12 report card, account statements, parking ticket, birthday cards from the last 10 years and your passport? Don’t worry - you are not alone in this world. We live in a digital world, where most things made of paper either end up in the dusty box or piled up on your kitchen counter/coffee table/dresser.

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How do I become more resilient when things get tough?

When faced with unexpected and sometimes tragic life events, we can either strive and soar, learning to be better, or fall to depression and negativity. This guide will teach you to build up your resilience, so you can approach life events with confidence.

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Should I do my own taxes (the real cost of DIY)?

Often, hiring a professional for a job or a project becomes overwhelming. With many options available on the market, we spend our time and energy looking for the perfect fit. That makes many of us think - should I just do it myself? To learn if DIY is the right path for you, ask yourself questions below.

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How are financial advisors compensated?

As you engage an advisor, just like any professional, it is critical to understand how they earn their keep and what comes out of your pocket in return for the service they provide.

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How to have difficult conversations

The Harvard Business Review built an educational presentation which shows the common causes of a breakdown in communication. Below, we demonstrate ways you and your family can improve upon your common discussion techniques.

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