Financial Planning Advice for Young Adults and Recent Graduates
Practical financial planning advice for recent graduates who want to build a strong foundation while enjoying life in their twenties Introduction Stepping into adult life is never simple, but today’s young adults are facing a particularly steep climb. In Atlantic Canada, university graduates are entering a world of high housing costs, uncertain job markets, and […]
5 Estate Planning Mistakes Even Smart Investors Make
Estate planning isn’t just for the ultra-rich. And it’s not something you want to get wrong. For DIY investors, be mindful of these common will-related mistakes. I’ve had a few client conversations lately that reminded me of something I see often: many DIY investors who are confident managing their portfolios still leave major gaps […]