On today's episode, we explore gold and its value to a retiree portfolio. We also talk about ways to reduce taxes and probate when planning your estate.
Trusts aren't just for the rich and famous - they are valuable tools for many retirees. If you own US property, make sure you get your tax documents in order - the CRA is looking at US real estate transactions.
We introduce a 5 part series on Estate planning and announce our first webinar which will be held on September 10, 2020. Details to follow soon!
Learn how to incorporate employee stock options into your personal financial planning. We also discuss the role of market timing and why it is so difficult to do effectively.
In today's episode we discuss ways that Sue and Dave can effectively split income. We also discuss how international investing can boost your returns and lower your volatility in the long run.
An overview and use case of traditional stock options for employees of US-based publicly traded companies.
Restricted Stock Units (RSU’s) have become a popular compensation tool for technology firms and a tremendous benefit for employees who receive them as part of their compensation package.