Well-Advised: Spring 2023

Spring has arrived, and we’re all enjoying warmer weather, brighter evenings and nature’s renewal. It’s the season of hope and new beginnings.

If any stage of the market cycle could be called one of hope and new beginnings, it would be the recovery—and that’s the stage we look at on Page 2 of this issue of Well-Advised.

As for the rest of the newsletter, you could call this a family issue. Each article involves family members in some way.

A tax-planning article on Page 3 identifies several ways you can save tax as a family by splitting income with your spouse or children during your working years and in retirement.

Helping a child purchase a home is the topic of the Page 1 article, as we discuss the new First Home Savings Account (FHSA). Potentially helping a family member—or friend—is the topic of a Page 4 article, where we examine the pros and cons of co-signing a loan.

Finally, the other Page 4 article explains why you should review your beneficiary designations in case there have been changes in your life or a family member’s life.

We hope you and your family enjoy the spring. Please contact us whenever we can help you with your wealth management program.

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