(NC)-A pleasant and comfortable retirement involves estate planning and precisely assessing your net worth. Before any estate plan is formulated, a detailed list of your assets and liabilities must be prepared. According to Altamira Investment Services, your assets should include the following: the properties you own; your personal possessions; the money you have set aside; [...]

(NC)-Estate planning is not the most exciting of financial topics, but this kind of documentation is an important component of your overall investment strategy. There’s no time like the present to make sure that someday your assets will be harmoniously distributed to your beneficiaries.
“Estate planning is much more than just putting a will in place,” [...]

By Sarah Powley
(NC)-Receiving an inheritance seems simple enough but it can be a very emotional process. Recognizing challenges and responsibilities that accompany an inheritance can make the process smoother.
“Inheriting a large sum of money can be overwhelming,” said Tom Junkin, senior vice-president of Fiduciary Trust Company of Canada. “Grief, isolation, guilt or family conflict can [...]

(NC)-Have you ever wondered how much is enough to really make a difference? When it comes to charitable donations, every little bit counts. And every little bit can mean as little as a few dollars a month.
It can cost as little as $2 to plant a tree in Canada, according to a recent TD Friends [...]

(NC)-How much does it cost to make a difference? In a recent survey, one in four Canadians said they believe they need to give between $100 and $249 annually in charitable donations to make an impact.
The reality is when you’re donating to charity, every little bit counts. So size really doesn’t matter and even a [...]

(NC)-When the conversation at your next social event turns to the real estate market, don’t be surprised if a friendly game of mortgage rate comparison follows. Inevitably when people talk mortgages, they are usually talking about mortgage rates. But rate, albeit an important part of the mortgage equation, is only one factor to consider when [...]

(ARA) – For the average American, debt is a fact of life. But not all debt should be considered detrimental. Buying a house or a car, or funding your education can be positive, wealth-building steps even though they often require incurring some debt. The key, then, is not to avoid taking on debt at all [...]