Well-Advised: Summer 2024 Edition

When you think of wealth planning, one of the first things that comes to mind may be your investments, and we do cover investing in this issue of Well-Advised.

However, this newsletter also discusses what might be called the opposite of wealth accumulation—giving your money away.

Our lead article examines the timing of an inheritance. Should you consider leaving an inheritance to a beneficiary earlier or later than the traditional time? We then offer a guide to choosing a charitable donation method.

In investments, we include a couple of often-overlooked topics. We explore investment biases and how following our instincts can be at odds with successful investing. In the subsequent article, we explain the implications of a couple’s investment personalities being similar or different.

Our final article describes several strategies for individuals at risk of having their Old Age Security (OAS) pension clawed back.

We hope you and your family are doing well and enjoying the summer. Don’t hesitate to contact us whenever we can help you with your wealth management program.

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