You’ve probably heard of estate planning – a term typically associated with high-net-worth individuals to describe the transfer of assets to loved ones following their passing. But have you heard of legacy planning? Legacy planning is synonymous with estate planning,…
Whether you’re a seasoned veteran in investments, or just beginning to consider how to build your portfolio, we could all use a refresher on investing in the stock market. In today’s day and age, it’s imperative to be aware of what’s happening in the stock…
The financial obligations of having children can seem overwhelming; extracurricular activities, tuition, and launching them into adulthood all come with a price tag. Whether you have kids already or not, it’s never too early to start investing – especially when it…
Looking ahead to the future can be daunting – especially when it comes to our finances. Thankfully, by investing wisely, we can eliminate some of this stress by achieving our financial goals over time. A common misunderstanding that comes with investing is that in…
Inflation seems to be all we hear about in the news, often including a doom and gloom narrative about rising grocery prices, the cost of fuel, your drink at Starbucks, rising interest rates, etc. What we don’t often hear is what we can do about it – how we can wisely…
Did you know that over $530,000,000 of Canadian dollars were lost to fraud in 2022 alone? Fraud occurs every day in Canada, with many occurrences going undetected or unreported – in fact, only 5 to 10 per cent of cases are reported. This means that the number of…
For many, tax season is a stressful time. Despite personal apprehensions about tax season, there are a number of preparations and tools you can use to make the process smoother, less time-consuming, and error-free. We have curated some important information to…
The new year is a fantastic time to set some new goals, organizing yourself and your financial intentions for 2023. Whether this is your first year getting your finances in order, or you are very familiar with financial planning, be sure to start with realistic goals…
As 2022 comes to an end and we begin preparations for the new year, The RaeLipskie Partnership takes a look back at RaeLipskie’s 2022 Year in Review in this month’s blog!
As we head into the final months of 2022, now is an important time to reflect on your financial year and take stock of your financial goals. The new year is a perfect time to put your best foot forward, prioritizing new and exciting investments, saving and financial…
One of the most important financial strategies is to plan for tomorrow. Estate planning is an important financial strategy that almost everyone can benefit from. By successfully planning for the future of your assets, you can be confident that your estate will be…
Every year, as children head to school, some for the very first time, many parents and caregivers begin to think about their children’s future and how saving for their education factors into their financial goals and savings strategy. In Canada, the…
