Dealing with the loss of a child and their finances
After a loved one passes away, how do you find the strength to move forward and deal with their finances?
Canadian Families and the One Big Beautiful Bill: What You Need to Prepare
The upcoming “One Big Beautiful Bill” introduces major U.S. tax changes in 2026, including a $15 million estate tax exemption and new “Trump Accounts” for children. Canadian families with U.S. ties should review estate plans and await CRA guidance before acting.
What is a recession… and what does it have to do with pop music?
Recessions happen regularly and they don’t last forever. It can be a difficult time for kids and families, but there are some things you can do to get through it.
Is Your Income Plan Working for You? Now Is the Time to Review
Starting tax planning early gives you time, options, and peace of mind. Review contributions, plan donations, explore tax-loss harvesting, consider income splitting, and check cash flow now to reduce taxes, avoid year-end stress, and optimize savings before 2025 ends.
Planning Your Golden Girls’ Era?
Planning Your Golden Girls’ Era? Julia spoke at an event a few months back, and the questions that came after were probably more interesting than the talk.en it comes to finances.