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Posts from the ‘Investments’ Category

What To Do When You Say, “I Do” . . . Again

One of the most common issues in financial planning at this point is what to do when entering a significant romantic relationship when you have children from a previous relationship.  Although you may be willing to take that romantic leap of faith once again, Read more

The Hidden Pitfalls of Bank Mortgage Insurance or “The Devil Really Is In the Details”

Before starting my own legal and fee-for-service financial planning practice, I worked for a major Canadian insurance company for about 9 years and learned more about life insurance than I thought was humanly possible.  Read more

Trust Wills and Tax Savings

I’ve already expanded on some of the other reasons people might want to set up trust for their heirs rather than providing them money or other assets directly in my June newsletter.  Sometimes, the tax savings may be the only reason for leaving things in trust.  Read more