Browsing: Planning
Holding assets jointly with kids Adding a child’s name to a non-registered investment account seems to be a common, albeit unnecessary, practice. Single seniors or widows…
Join us on February 26th for the Estate & Tax Planning Summit—a premier virtual summit designed to empower advisors and leaders with actionable insights and cutting-edge…
Organizations providing planning without charge will benefit from a record $678,000 in funding during 2025. Related StoriesFinServ Foundation Names Mentorship DirectorTrump May Give DOGE Access to…
Family vacations are meant to be a time of bonding and relaxation, but the logistics of planning can sometimes feel overwhelming. From choosing the best destination…
Many people think the perfect bachelorette trip involves late-night partying. If you’re overwhelmed by your pre-wedding to-do list, you may prefer a more relaxing celebration.…
Here’s a handy list of my Christmas recipes, organised by make-ahead and reheating suitability, and those best made fresh. Perfect for menu planning, especially alongside the…
It’s that time of year again where we begin to cast our minds ahead to the next summer holiday. Of course, while planning a family…
If you’re seeking a destination that offers luxury and cultural depth, Kerala is an excellent choice. Often referred to as “God’s Own Country” – a…
How to know when you’re ready to retire by Cristina Livadary, Mana Financial Life Design
If the Medicare provisions in the act are repealed, the impact on drug prices could be significant.5. The underlying cost of drugs is still rising. For…