What is a Fiduciary?

When you are making arrangements to ensure complete financial security for yourself and for your family, you might happen across the idea of obtaining a fiduciary. The duties of a fiduciary are imperative to ensure that your money ...

Important Documents for Estate Planning

You cannot know what the future holds, and that’s why there is never a wrong time to take the steps necessary to plan your estate. If you haven’t given much thought to the idea of passing on your assets to a loved one or family ...

Tips for Estate Planning

When it comes to the topic of estates, Stephen White, regional leader of wealth planning for BMO Wealth Management, sums up the importance of having a plan. “Spending a little time to get all your affairs in order is one of ...

How to Transfer Retirement Savings If You Die

When people think about retirement, their top concern is usually whether they will have enough money to live comfortably. Unfortunately, though understandably, they often forget about their eventual death, but building retirement ...
Retiring early means you will need to adjust your savings plan and accommodate for the extra years of supporting yourself. However, successfully retiring early is still a very possible endeavor with proper planning.

Early Retirement Details

For many, retiring early is the ultimate life dream, but it is one that may be more challenging than anticipated. Retiring early means you will need to adjust your savings plan and accommodate for the extra years of supporting ...
Whether you’re a wealthy investor and have been at it for years, or you’re an amateur just getting started, chances are you want to improve your investing skills to make more money.

Tips for Becoming a Better Investor

Whether you’re a wealthy investor and have been at it for years, or you’re an amateur just getting started, chances are you want to improve your investing skills to make more money. It’s true that investing is a risky business ...
Bonds are commonly considered to be a very low-risk investment, but it is inaccurate to say they carry no risk at all. Here is what you need to know about the risks associated with bonds.

Risks of Bonds

Bonds are commonly considered to be a very low-risk investment. Many people even consider them to be completely free of risk — but although they are much less risky than certain other investments, such as stocks, it is inaccurate ...
If you already have a Roth IRA, you can feel great about meeting that first goal. Now you can get technical with your investment strategies to maximize your return.  

Roth IRA Investing Tips

When it comes to retirement savings, starting early and investing smartly can add up big time. So if you already have a Roth IRA, you can feel great about meeting that first goal. Now you can get technical with your investment ...
Discover how you can protect your home from the harsh temperatures and conditions that cold weather brings. 

Winter Home Maintenance Checklist

Discover how you can protect your home from the harsh temperatures and conditions that cold weather brings. Clean Your Gutters According to Farmers.com, cleaning out your gutters is an important step to prepare your home for winter. ...
It’s something you don’t want to think about, but it’s important that you do — what will happen to your assets, and more importantly, your children, should you pass away?

How to Make a Will for the First Time

It’s something you don’t want to think about, but it’s important that you do — what will happen to your assets, and more importantly, your children, should you pass away? Retirees and young, new parents alike should be ...