5 Considerations for Bridging an Early Retirement
Many individuals face the decision about whether to retire early – either by choice, stemming from a desire to enjoy more years of leisure, or due to unanticipated changes in employment or other life circumstances. Whatever the situation may be, there are several important factors to consider throughout the decision-making process. Our top 5 list […]
Season of Giving and Gifting
From helping a child with a down payment on their first home, to jumpstarting family member’s 529 plan, to implementing estate planning strategies – the topic of gifting is one we discuss with our clients often. As we enter the season of giving and gifting, we aim to answer commonly asked questions and demystify some […]
Financial Planning Considerations for a Divorce – Planning with a Chartered Divorce Financial Analyst
Individuals are encouraged to plan early and often for goals like homebuying, raising kids, funding education savings accounts, and saving for retirement. People rarely anticipate planning for a divorce, yet careful consideration and advice of the associated financial planning implications are critical to ensure those goals can still be achieved in a reimagined post-divorce future. […]