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Early this year, prognosticators and investors were optimistic about rate cuts, with the bond market pricing in a whopping six for the year. These same folks, it should be noted, were highly pessimistic about what would happen to financial markets if these cuts didn’t happen. Well, here we are five months into the year and, thanks to stubborn inflation and an American economy that just won’t make a soft landing, two things are clear: (1) interest-rate cuts in the United States are not coming any time soon; and (2) financial markets are anything but dire.
Following two difficult years, the need for giving continues to grow, in Canada and across the world. For those who would like to make philanthropy a part of their legacy, here are seven key considerations (and surprising tax benefits) you should be aware of.
Q: My dad is in his 70s and has mentioned moving in with his new girlfriend. Should we be concerned about protecting his assets if the relationship gains common-law status?
Stepfamilies are common, but planning for who gets what after you die is anything but routine. When families come together, each with their own possessions, ensuring your assets go where you want is key.
For couples who meet later in life, retirement planning may seem a little daunting. But it doesn’t have to be. If you get started now, and ask the right questions along the way, it can even be exciting. Here are a few questions that should be top of mind.
