Viewpoints about Estate planning
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The 100-year life: why Gen Xers shouldn’t rely on inheritance to fund retirement
Gen Xers—now in their 40s and 50s—are managing a full slate of midlife financial pressures. But longer lifespans, combined with how retirees are spending in later life, are shifting inheritance math and may mean the next generation receives less than they expected.
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Power of attorney, trusted contact person, assistants to persons of full age and trading authority: what you need to know (Quebec edition)
In Quebec, you can appoint a power of attorney (POA), a trusted contact person (TCP), an assistant to persons of full age (APFA), and/or a trading authority to provide support with your financial affairs, when needed. Each role has different powers and responsibilities.
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Power of attorney, trusted contact person and trading authority: what you need to know (national edition)
In Canada, you can appoint a power of attorney (POA), a trusted contact person (TCP), and/or a trading authority to provide support with your financial affairs, when needed. Each role has different powers and responsibilities.
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The value of financial planning
Financial planning is key to achieving long-term financial stability, regardless of your net worth. It involves setting goals, identifying risks, and creating strategies to manage your assets and obligations effectively. Here are 10 ways financial planning can help you navigate life’s uncertainties with confidence and clarity.
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