Your wealth plan is a blueprint, but it’s flexible. Changes in the financial world or in your own life may call for changes in your plan.
In this issue of Well-Advised, we identify changes that can affect four components of your wealth plan—investments, retirement planning, taxation and estate planning.
The article on Page 1 discusses the Bank of Canada’s recent interest rate cuts. Will these cuts affect your short-term and long-term investments?
On Page 2, we explore why spouses in a couple might decide to retire at the same time or years apart. Sometimes, it’s a life change that determines a couple’s retirement dates.
Regarding estate planning, one of the Page 4 articles can apply to everyone—life changes that may affect your choice of estate administrator. The Page 3 article is for anyone who has children and remarries.
Finally, the other article on Page 4 looks at the benefits of tax deferral, which may be available to you as you build wealth, sell property, draw retirement income and develop plans to preserve estate assets.
We hope you and your family are doing well and that you enjoy the fall. Please contact us whenever we can help you with your wealth management program.
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