Blog Posts

Tips For Retirement Planning During Uncertain Times

Tips For Retirement Planning During Uncertain Times

The unforeseen market volatility caused by the COVID-19 pandemic has posed a series of financial challenges – especially for those planning for retirement. From the uncertain economic and market impacts to possible late-career job losses, it’s normal to be concerned...

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Financial Tips for Young Professionals During Uncertain Times

Financial Tips for Young Professionals During Uncertain Times

Financial planning has never been an easy task – especially for young professionals beginning their careers. As the COVID-19 pandemic continues to impact the market, planning for a financially stable future poses even more of a challenge. For many young professionals,...

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Setting Financial Goals During Uncertain Times

Setting Financial Goals During Uncertain Times

The COVID-19 pandemic has brought a lot of uncertainty into our lives. Last month, the RaeLipskie team conducted a Q&A regarding the uncertainty surrounding the potential economic and market impacts. In addition to market volatility, the pandemic has heightened...

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Q&A With RaeLipskie During Uncertain Times

Q&A With RaeLipskie During Uncertain Times

With the recent coronavirus (COVID-19) outbreak, investors are facing additional levels of uncertainty surrounding the potential economic and market impacts–in addition to the obvious health concerns.  As the situation evolves, we have addressed the situation based on...

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The Evolution Of The Wealth Management Industry

The Evolution Of The Wealth Management Industry

In 2019, we celebrated the 30th anniversary of The RaeLipskie Partnership. As we approached this landmark, our team put together a list of milestones that we’ve reached while working at the company. While we reminisce on all our amazing accomplishments and reflect on...

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Tips For Saving In The New Year

Tips For Saving In The New Year

The start of a new year is when many of us ask ourselves what lies ahead personally, professionally and financially. It is common to lose sight of your New Year goals and resolutions after January and get off track. Unfortunately, the RaeLipskie Partnership can’t help...

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Meet Your Partners In The Community

Meet Your Partners In The Community

This month, we sat down with some of our amazing team at the RaeLipskie Partnership to find out more about life at RaeLipskie and their best financial advice. Get to know your partners in the community — and their Uptown favorites — in this month’s blog! Name: Anita...

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Giving Back at the RaeLipskie Partnership

Giving Back at the RaeLipskie Partnership

In 2008, the Rae & Lipskie Investment Counsel rebranded as the RaeLipskie Partnership to reinforce that we are your partners, both within our organization and in our community. We have done our best to infuse our values - trust, experience and integrity - in all...

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What happens to an RESP when you die?

What happens to an RESP when you die?

A Registered Education Savings Plan (RESP) allows you to save for a child's post-secondary education. You place money in the account, and it grows over time. When your child is ready to attend university, he or she can withdraw the money to help pay for costs.  Who...

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Top podcasts to listen to to brush up on financial literacy

Top podcasts to listen to to brush up on financial literacy

No matter what industry in which you make your mark, you need to stay up-to-date financially. But as a busy professional, you don’t always have time to sit down and read a book. Luckily, there is now a podcast for everything - including money! The RaeLipskie...

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