Tag: Well-Advised Newsletter

Well-Advised: Fall 2026 Edition

Autumn brings a welcome return to regular routines, making it a natural time to step back, revisit your priorities, and ensure your wealth strategy continues to reflect your current life stage. As we move into the final months of the year, taking a proactive approach to your financial well-being can bring both clarity and peace […]

Well-Advised: Summer 2026 Edition

Summer is here, and for many of us, that means a well-deserved change of pace and more time spent with family. It is also an ideal time to step back from the daily headlines and look at the “big picture” of your financial well-being. This issue of Well-Advised focuses on strategies that provide clarity and […]

Well-Advised: Spring 2026 Edition

Spring is a great time to revisit your financial strategies and explore ways to align your plans with your life goals. This issue of Well-Advised provides insights for a variety of life stages and family situations. For couples, page 1 offers practical advice on balancing financial habits when one spouse is a saver and the […]

Well-Advised: Winter 2026 Edition

As we welcome the new year, it’s a perfect time to revisit financial strategies that can enhance your family’s security and support your long-term wealth goals. This issue of Well-Advised explores a range of topics relevant to many life stages. For families with children, page 2 explores different approaches to teaching kids about money by […]

Well-Advised: Fall 2025 Edition

Each generation, from Generation Z and the millennials to Generation X and the baby boomers, has its own wealth planning needs and interests. This is reflected in this issue of Well-Advised, starting with the Page 1 article on wealth planning and artificial intelligence (AI), which has captured the imagination of younger generations but is relevant […]

Well-Advised: Summer 2024 Edition

When you think of wealth planning, one of the first things that comes to mind may be your investments, and we do cover investing in this issue of Well-Advised. However, this newsletter also discusses what might be called the opposite of wealth accumulation—giving your money away. The article on Page 1 examines the timing of […]

Well-Advised: Spring 2024 Edition

It’s been said that the only constant in life is change, and this issue of Well-Advised illustrates how this saying certainly applies to our financial life. In fact, most of the articles in this issue involve change in some way. Your wealth plan is a roadmap to achieving your life goals. The Page 1 article […]

Well-Advised: Winter 2024 Edition

We hope you enjoyed the holiday season and ushering in the new year. A new season is upon us, and we are not thinking about winter. We are talking about “RRSP season.” Occasionally, someone in the financial media questions whether Registered Retirement Savings Plans (RRSPs) are worthwhile—all because of how withdrawals are taxed. In the […]