Articles with the Tag “Protecting Wealth”
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How to Recognize and Prevent Financial Elder Abuse
Financial abuse of the elderly is a concern for many seniors. Here’s how to help protect yourself or your loved ones.
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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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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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What Is a Trust? The Wealthy Barber Explains
Trusts protect your wealth for the benefit of current and future generations.
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Have You Been Named as an Executor of a Will? The Wealthy Barber Says, “Get Help!”
Executor services protect you from liability and ease the burden on your family.
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Things to Consider as You Start Your New Life – Post Divorce
If you regularly witness your partner offering up a debit card with each ask by their child, how will you feel when your income is involved?
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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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Estate Planning: How to Live, and Give, in the Longevity Boom
The good news is: Canadians are living longer. But what does longevity mean when planning to hand down your wealth?
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A ‘Trial Retirement’ Yields Immediate Results
When Randy took a leave of absence from IBM, he quickly learned that retirement could be more dynamic and rewarding than working.
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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.