We recently covered the recent uptick in inflation and what to make of it in a historical context. It’s important for investors to take a step back and look at the big picture before acting...
Required Minimum Distributions for 2021: Here’s What’s Changing
The CARES and SECURE Acts offered financial relief to American families during COVID-19. And though some of the benefits of these acts are no longer in effect, some of the rules became permanent in 2021....
5 Simple Strategies to Pay Off Dental School Debt
According to the American Student Dental Association, the average debt for a person receiving their DDS degree is about $300,000. That’s on par with debt levels from other professional degree programs like doctors and lawyers...
Managing a Windfall: How to Be a Good Steward of Your Inheritance
Receiving an inheritance comes with a mix of emotions. You may be grieving the loss of a loved one while feeling overwhelmed with the responsibility of managing a recent windfall. No matter the size of...
Is Inflation Haunting Your Financial Dreams? Part 1: What We Know
Has the specter of inflation got you spooked? Recent headlines are filled with sightings. In this two-part series, we’ll look at what to make of all the commentary and what you, as an investor, can...
Tax Strategies for High Earners
Preparing a strategy that is both advantageous and tax-efficient might feel daunting at first. Thankfully, there are some things you can do now to keep from overpaying this tax season. Build Your Team of Professionals...
Are you an MD? Create Your Financial Plan While Considering These Five Factors
Medical professionals spend their lives caring for others, but that doesn’t mean their own financial well-being should be left on the backburner. From the moment a doctor earns their MD to the day they hang...
7 Reasons Why It’s Time to Stop DIY Investing and Hire a Financial Advisor
In 2020, Canada saw a surge in new DIY investment accounts. Between January and December, 2.3 million DIY investment accounts were created. While jumping into the world of investments is an exciting move, this uptick in...
The World Is Embracing Virtual Spending: Which Payment App Is Right for You?
While paying online has become easier and more accessible over the years, the COVID-19 pandemic took virtual spending to an entirely new level. As more and more people are embracing this type of spending, the...
Your Summer 2021 Financial Update
As we swing into the second half of 2021, consider this quote from a book first published back in 1954: “A river cannot, we are told, rise above its source. Well, it can seem to...