Buckle Up: 6 Practical Tips to Manage Tariffs and Inflation on a Fixed Income
Living on a fixed income during inflation? These 6 tips can help Canadian seniors manage rising costs and make smart financial adjustments.
From Clutter to Clarity: The Role of Decluttering in Estate Planning
Did you know that decluttering and organizing your personal and financial documents is an essential step in creating a well thought through estate plan? Learn why decluttering matters in estate planning—and get useful tips to make the process manageable.
Hidden Wealth: Is Your Family Missing Out on Unclaimed Assets?
Did you know that in 2022 the Bank of Canada and a few provinces had unclaimed bank accounts and estates totaling $1.8 billion dollars? Could you have an unclaimed account? Learn how to find out and reclaim your missing money.
Surviving Probate Delays: Plan Ahead to Manage Estate Expenses
You’ve done the hard work to build an estate plan that protects your family, but did you know probate delays could leave your loved ones vulnerable? Learn valuable tips to help your executor and family pay expenses while waiting for probate.
How to Build an Exceptional Estate Plan
Does your estate plan only include a will and power of attorney documents? Learn how to elevate your plan from basic to exceptional. Discover 10 elements that prepare you for the future and protect your legacy.
Penny Wise, Pound Foolish – The High Cost of Avoiding Estate Planning
Are you setting the stage for significant financial and emotional costs by not having an estate plan? Creating one may seem daunting and expensive, but avoiding it can cost more. Learn 3 costs of not having an estate plan.
Why Power of Attorney is a Powerful Decision
This article describes 3 powers associated with a Power of Attorney and why your decisions creating one can have profound, life changing consequences. Should the unexpected happen, learn why you’re powerful with a POA and powerless without one.
Talking About Your Financial House – Part 2
Deb Ross interviews Jill Chambers in a half-hour program called Tune Up With Deb. This podcast is all about helping you get your financial house in order – Part 2 of 2.
Talking About Your Financial House – Part 1
Deb Ross interviews Jill Chambers in a half-hour program called Tune Up With Deb. This podcast is all about helping you get your financial house in order – Part 1 of 2.
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