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Grandfather and grandson put money in piggy bank.

Family, Legacy • September 26, 2024

What to consider when your wealth skips a generation

What are you going to do with your ‘never money’? That money that you will never use in your lifetime, even if you checked every single item off your bucket list in retirement. Most of the clients we walk through the estate planning process choose to leave their wealth to the next generation, many with…

Family, Health • June 13, 2024

How to have tough conversations with your aging parents

Is it time for my parents to consider assisted living? What warning signs should I look out for when it comes to dementia and other health issues? What legal documents do they need to put in place? How do I navigate our changing relationship? We are hearing these kinds of questions from listeners and clients…

Family, Growth, Income • May 30, 2024

Need to take money out of your portfolio? 6 questions your advisor should be asking.

Seeing your nest egg shrink is one of the hardest pills to swallow in retirement. During our working years, we all have the same investment goal: growth. And seeing the value of our portfolios and savings accounts go up gives us a sense of security and maybe even freedom. But seeing that number go down…

Family, Insurance, Legacy, Taxes • April 19, 2024

A Secret Weapon of Wealth Planning: Life Insurance

What comes to mind when you hear the word ‘insurance’? That car accident you got into when you were a teenager? Fighting with the insurance company over a claim for damage to your home? The medical hoops you jumped through to get life insurance? When you are younger, insurance represents protection at best. If you…

Family, Legacy • January 30, 2024

You’ve Helped Your Kid Buy a Home . . . Now what?

Over the last decade, we have seen more parents providing financial help to their Gen Z or millennial kids, from covering bills to allowing them to move back home to helping with down payments. However, helping with these costs seems to be old news. According to Rob Carrick, Personal Finance Columnist with The Globe and…

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ARE YOU TRULY PREPARED FOR RETIREMENT?

Retirement is supposed to be your reward after years of hard work, but without the right plan, it can quickly become stressful. As you approach retirement, uncertainty can weigh heavily:

Do I have enough saved to retire comfortably and sustain my lifestyle?
How will rising inflation and unpredictable markets affect my income?
What’s the plan if my health deteriorates or my care needs change?
Will I be able to pass on my wealth to my family without unnecessary tax burdens?
Am I prepared for the unexpected, like market crashes or medical emergencies?

At Dave and Faisal’s seminar, you’ll discover strategies to ensure you’re financially secure, no matter what life throws your way. From optimizing your investments and reducing taxes to safeguarding your legacy and health, this free seminar is designed to tackle the biggest concerns of those within 10 years of retirement or already retired.

Ensure your retirement is everything you’ve dreamed of, sign up for this exclusive event today!

Family

What to consider when your wealth skips a generation

How to have tough conversations with your aging parents

Need to take money out of your portfolio? 6 questions your advisor should be asking.

A Secret Weapon of Wealth Planning: Life Insurance

You’ve Helped Your Kid Buy a Home . . . Now what?

Listen Now

As Seen On

ARE YOU TRULY PREPARED FOR RETIREMENT?

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