Articles
June 25, 2024
Spring Recap: Budget 2024 — Five Things Investors Should Know
The federal government released its budget, with a focus on home affordability and reducing the cost of living to “strengthen the middle class.
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Articles
June 24, 2024
Estate Planning: Two Overlooked Areas - Digital Assets & Pets
As you consider your estate planning, have you taken into account two often overlooked areas: your digital footprint and pets, if any?
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Articles
June 18, 2024
Your Home Is Not a Retirement Plan
When supporting clients in planning for retirement, it’s generally not recommended to factor in a home’s value as a primary part of that plan.
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Articles
June 17, 2024
The Increasing Cost of Living: A Taxing Time
While the growing cost of living continues to be top of mind for many, a differing perspective has emerged on our cost pressures.
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Articles
June 12, 2024
Planning Ahead: A Rising Capital Gains Inclusion Rate
It has been over 20 years since we’ve seen changes to the capital gains tax.
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Articles
June 10, 2024
The Largest Wealth Transfer in History is Here
As the last of the Baby Boomers reach the age of 60 this year, and the oldest approach 80, an estimated $1 trillion of wealth has begun to change hands.
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