Assante on Taylor
Safeguarding your family’s financial future
If you want to sleep well even when markets are volatile, you must invest according to your own risk tolerance. It’s one of the most important factors in investing. Also important, however, is that risk tolerance isn’t something you set and forget. It can change over time because of personal experiences or evolving life situations.
Read more…There are ways to minimize the amount of tax payable by an estate. Here are some of the more common strategies.
Read more…It’s tempting to count on an expected inheritance as money in the bank – but it doesn’t always work out so perfectly. Anyone’s parent or parents could encounter situations or challenges that jeopardize the legacy they wish to leave to their children.
Read more…To minimize OAS clawback, you need to reduce net income. During retirement, an effective strategy is splitting pension income. But several strategies, including the following, can be initiated before retirement arrives.
Read more…Imagine, you might enjoy a retirement of 30 years, even longer. Here are some of the financial planning areas affected by the new longevity.
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