Many baby boomers that have created their wealth are facing complex decisions regarding passing on money to their children. There has been a growing concern with how their children might mismanage their wealth, along with the legacy that they have so carefully created. And even so, most parents have not included their children in any […]
Feel like there’s something missing in your life? Chances are it could be something that you could solve somewhat easily. If you don’t really know what you need in order to make yourself feel fulfilled, then how are you supposed to achieve happiness? The answer is by being open and willing to explore new things […]
Ah, the warm breeze, brighter days and packed patios lined with patrons sipping back cold refreshing beverages make summertime truly the best time of year. It can also be the worst when it comes to productivity in the workplace. With all of the temptations that come along with the improving weather, it can be challenging […]
Every parent dreams of passing on a significant legacy to their children. However, their wishes often don’t materialize due to poor estate planning. Misconstrued details can leave a family in disarray, resulting in conflicts among the family. It’s important to plan properly and anticipate any conflicts that your estate plan could cause between your spouse […]
Sure, you’ve heard forty is the new thirty, but have you heard seventy is the new sixty-five? Not for the same reasons of course – but Canadian lifestyles are shifting nonetheless. With life expectancy on the rise, people are finding it difficult to have enough money to live off well into their eighties and even […]
If you’re sick of the winter weather and can’t wait until spring, why not get a head start on planning out your springtime calendar of events? It’s one of the best ways to boost your mood and get your mind focused on better, warmer days (that are just around the corner). Here are some things […]
Looking to change your fiscal year’s end date to another time of the year? Choosing your year-end date can have strategic tax advantages, as well as operational advantages. And technically, you can change it to any date on the calendar, as long as it meets the Canada Revenue Agency’s (CRA) requirements. To learn more about […]
Want to donate but not sure how? More and more people are setting up donor-advised funds as a way to give back. These are funds that donors create by depositing securities, assets, or cash, and then relaying the money to charities over time. They’ve become increasingly popular because of their immediate tax deduction, and they’re […]
Striking a healthy work-life balance is an important concept for all of us to achieve – after all, what’s the point in working so hard when you have no time or energy left to actually reap the rewards from it and enjoy your life? Finding the right work-life balance will differ for every individual, but […]
Wondering how to keep your staff motivated, energetic, and productive until the brighter days of Spring? Winter time can present some challenges for keeping employees engaged and in a positive state of mind – especially with the holidays behind us and the cold season in full swing. To help you and your staff combat those […]
*The opinions expressed are those of the author and not necessarily those of Assante Financial Management Ltd.