Tax season is approaching, which means looking for credits and deductions to pay less tax wherever possible. However, other opportunities are available to save
How much annual retirement income can you safely withdraw? Which source of savings should you access first? When should you start government benefits? What
The first round of industrial revolutions (coal, gas, nuclear, internet) saw the growing use of machines and computers to enhance human productivity. The job
If there’s one thing we can count on every January, it’s financial forecasts for the upcoming year. Whether online, in the business press, on television or on
With the winter holidays fast approaching, many media campaigns are asking us to remember the less fortunate in our communities and beyond, and to donate
With the weather cooling and winter on the horizon, snowbirds are poised to fly south—but if you’re looking to purchase a property in the U.S. or returning to
For this month, I have decided to interview myself. It will be fun!
Interviewer: Hi, Alfred. How did you get started in the industry?
Alfred: I found investing
Many people avoid conversations about funerals, particularly their own. Some are indifferent to what happens to their body. Others dismiss the topic to deflect
After a difficult performance for the 60/40 portfolio in 2022, you might forgive investors for throwing in the towel on the idea of diversification. When stock
Events in your life or changes involving the person you designated may call for a review of your executor—also known as a liquidator, estate trustee or personal
Whenever you have a chance to defer paying tax, a common thought is, “Why pay tax now when I can pay it later?” However, there’s more to the story than simply
In a typical estate plan, each spouse leaves their assets to the other. When the second spouse passes away, assets are distributed to the children. However, an