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Can you use the FHSA and HBP together? + MORE Aug 15th
If you’ve been saving up to buy your first home, you’ve probably looked into the most effective ways to invest your money and come up with a solid down payment. You may also have explored programs for first-time home buyers—after all, every little bit helps, especially in a challenging housing.... More »
Dude, Where’s My Distribution? Feb 9th
Investors using the TD e-Series mutual funds may have noticed an unusual episode at year-end. The TD International Index Fund (TDB911), which has been making quarterly distributions for years, did not make one in December 2020. This has caused some confusion, so let’s try to clear up The Curio.... More »
Married with money: How to combine finances with your partner + MORE Jan 24th
If you’re in a relationship, the topic of money will eventually come up. Since the pandemic started, couples have spent more time talking about money, according to a 2021 RBC poll. Almost half—47%—identified finances as one of the biggest stressors in their relationship. One U.S. study found t.... More »
Reddit is preparing to sell shares to the public Mar 13th
Reddit, that vast, lively and sometimes chaotic repository of internet discussion, projected Monday a price for its initial public offering (IPO) stock that values the 18-year-old social media platform at up to $6.4 billion.
The offering also makes Reddit one of the first online companies to offe.... More »
Intuitive Machines stock plummets after second apparent sideways moon landing - Reuters Mar 7th
Intuitive Machines stock plummets after second apparent sideways moon landing ReutersIntuitive Machines Stock Plunges Another 34% After Troublesome Lunar Landing Barron'sNASA Sets Coverage for Intuitive Machines’ Second Private Moon Landing NASAIntuitive Machinesâ€.... More »
Unique ideas for your last will and testament
– moneysense.ca
When you write a will, it is your opportunity to ensure your final financial and other wishes are carried out by your executors. given how many people have no will at all, I am happy to see technology is making it easier to prepare and sign a will without having to leave home. But there are circumstances where a little creativity may be worth considering, and that generally requires guidance from an experienced estate lawyer.Â
I often talk to clients about estate planning, and sometimes those discussions involve planning for a meeting with a lawyer. Here are a few ideas to fuel your own discussions.
If you have young kids
The math I like to bring people through is meant to help them to understand the value of their estate. This is generally calculated as:
Value of estate = (assets + insurance) – (debt + income tax + estate costs)Â
Real estate values are so high in some cities that estate values have risen considerably, even for middle class families. However, insurance is also a big consideration…
I often talk to clients about estate planning, and sometimes those discussions involve planning for a meeting with a lawyer. Here are a few ideas to fuel your own discussions.
If you have young kids
The math I like to bring people through is meant to help them to understand the value of their estate. This is generally calculated as:
Value of estate = (assets + insurance) – (debt + income tax + estate costs)Â
Real estate values are so high in some cities that estate values have risen considerably, even for middle class families. However, insurance is also a big consideration…
