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carrick on money
How to build a financial fitness routine, just like exercising
Elderly spouses sitting on couch at home planning budget check bills cheques, computer, documents and calculator on coffee table, close up cropped concept image, couple manage family expenses concept
advisor news
For tax-efficient wealth transfers, plan early and revisit often
Advisors can help clients to understand tax implications around estates and asset classes.
cost of living
Did your spending get a little out of hand this summer? Minimize interest charges by offloading your credit card debt
Credit monitoring isn't just for your credit score -- it can also alert you to potential identify theft and fraud. Credit cards shown on in Halifax on Thursday, Oct. 6, 2022. THE CANADIAN PRESS/Andrew Vaughan
globe investor
Can this couple in their 60s retire and still meet their after-tax spending goal?
Plus, new rules for reporting bare trusts – why didn’t the government go this route to begin with?
FOR FINANCIAL FACELIFT. Regina, Saskatchewan, Sunday July 21, 2024. THE GLOBE & MAIL/Michael Bell
opinion
The secret weapon financial planners can use to settle all your retirement worries
Rob Carrick
inside the market
Ten topics that demand attention in adviser-client meetings happening in the next 12 months
Rob Carrick
opinion
In handling windfall payments, Indigenous groups are focusing on the collective
Ken Coates and Karen Restoule
globe investor
This former financial exec is re-qualifying as a lifeguard in retirement. Plus, why financial planning is critical for Canadians who want to age at home
Helene Michaud
your practice
Why this estate planning professional wishes she could go back in time to advise her entrepreneur parents
Akua Carmichael
investment ideas
Does one need to carry out macro financial analysis?
George Athanassakos
inside the market
Will your top investing regret of 2024 be that you didn’t prepare for obvious risks ahead?
Rob Carrick
globe advisor weekly newsletter
What the ‘most strategic advisors’ are doing to facilitate wealth transfers
Money saving, first time asset / property buyer concept
advisor news
Why financial planning is critical for Canadians who want to age at home
home carer helping senior woman get dressed in her bedroom
report on business
TD’s new head of wealth sees growth from pairing do-it-yourself investors with financial planners
Tim Wiggan, Head of Wealth Management & Insurance at TD, poses for a photograph in their offices in Toronto, Monday July 15, 2024. (Christopher Katsarov/The Globe and Mail)
globe advisor weekly newsletter
Why the IAFP is adopting a fiduciary standard for financial planners
Banker explaining pie chart to couple at home.
globe investor
Single moms face huge challenges saving for retirement
Single women, especially those with children, need to take a strategic approach to finances, ensuring they have a plan for spending and saving.
globe investor
Why estate planning is crucial for long-term financial security
Women are entering a new era as their financial power increases. They need to take a bigger role in estate planning as they live longer and need their money to last.
report on business
Creating a robust financial plan for life after loss
Statistics show women are more likely to be widowed than men, so they need to know how to manage their finances when they are on their own to ensure their money will last.
report on business
Outdated myths about women investors persist
Women are often overlooked as investors but in just a few years they will control about $4-trillion in assets and need financial advisors who can help them reach their goals.
advisor news
Why the ‘death binder’ is becoming an essential part of estate planning
Personal notes and papers inside hard cover
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