Considerations for assets in joint accounts with multiple beneficiaries
Julia was interviewed for the Globe and Mail to discuss considerations for assets in joint accounts with multiple beneficiaries.
2023 March Update
Habits can run our lives to the point where we aren’t really sure what we want anymore. With more urgent and frankly interesting stuff in life than mindless habits, how do we move from boring habits to your best life?
Digital Nomad Financial Reality: Footloose and Office-Free?
When the world is your office, as a digital nomad who do you pay your taxes to? Julia discusses tax obligations for digital nomads.
Money, Values, and Family Business
Julia had a great chat with Purdeep Sangha on his podcast recently, discussing money, values, and family business.
HELOC vs reverse mortgage for parents helping kids buy a home
Julia was interviewed for the Globe and Mail to discuss considerations for using a HELOC vs reverse mortgage to help kids buy a home.