Articles with the Tag “Protecting Wealth”
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The Wealthy Barber’s Tips for Choosing the Right Executor
“I don’t want to be an executor. Too much work. Too much stress. Too much potential liability.”
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The Wealthy Barber’s advice to Bryan and Sarah Baeumler on being named an executor of a Will
Hiring a professional instead of DIY isn’t just for home renos
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How family, real estate and business can complicate finding the right executor
Bryan and Sarah Baeumler consider the Wealthy Barber’s advice; get help!
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How to Plan for Retirement — and a Recession
A financial plan can help you prepare for market volatility with the right mix of stocks, bonds and other assets in your portfolio.
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PLAN: FIT — Go-To Grandma with Kathy Buckworth
Preventative Health Advocate Margaret Wallis Duffy on what to pack in your Preventative Health Toolbox; Club Med explains its family-friendly and multigenerational approach to their resorts; Take 5 With RBC discusses what life events should trigger your estate planning and finally drawing up or updating that will.
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Retiring in Comfort: Less is More
The retirement you have in mind may be less expensive than you think, thanks to a good financial plan.
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Succession Planning: First Five steps toward the future you want
Discover the decisions that you may be facing in the coming years as you plan your succession. It’s your time now. Let’s go.
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Have You Talked to Your Family About Estate Planning?
The Wealthy Barber says it’s important to talk to your loved ones about your estate plan and where your important documents can be found.
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Where Will You Live in Retirement? Four Things to Consider When Aging in Place
The time is now to make plans and have conversations with families about what aging at home could look like.
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The Wealthy Barber David Chilton Serves Up a Wealth of Financial Knowledge
Best-selling author David Chilton reminds Canadians to pay themselves first — and offers other powerful financial advice.