Between its parts and plans and supplements, many pre-retirees find Medicare hard to navigate without some guidance. Here are the facts about five common Medicare myths:  Myth: Medicare offers free healthcare.  Fact: The Affordable Care Act allows Medicare...

Tax Planning  Capital gains tax deferral on investment property sales  One of the benefits of purchasing property as an investment is the tax benefits that can come with it – both while you own it and after you sell. Applying tax-efficient strategies will help you...

The fine line between friend and foe.  Imagine you're browsing the web and see an ad for an espresso machine – the very one you just mentioned in an online conversation.  The thought can be unsettling…Are your devices really spying on you? Well...sort of.  Advertisers...

Working in a Zen-like environment could lead to less stress, greater productivity, and on-the-job happiness.  Over the course of a lifetime, the average person spends more than 90,000 hours working. So whether you’re working from home or the office, it helps to create...

It’s a financial and emotional journey. Here’s where to start.   Inheriting a business is an honor. But it can also weigh heavily on you. There’s pressure to continue the legacy established before you and feel like you’re doing right by your loved one. There’s also...

From innovation and competitiveness to streamlining productivity.    AI technologies promise a range of valuable use cases for companies, but many are still seeking ways to realize its full potential.   With increased accuracy and automation, AI can help reduce risk...

Now’s the time to review your estate and gifting plans.  High-net-worth individuals and families who benefit from the historically high federal estate and gift tax exemption may soon see it reduced by about half.   The generous estate and gift tax exemptions enacted...

Understand the power of your vote in shaping your investments.  Each spring, investors in individual publicly traded companies get a chance to voice their opinions as the companies whose stock they own prepare for their annual shareholders’ meetings. This comes in the...

Help overcome market timing and loss aversion with dollar-cost averaging.  investment price risk. Commonly applied by 401(k) plan savers, it could also be a useful strategy for experienced investors with larger sums, especially during periods of uncertainty or when...

As the office buildings market faces headwinds, investors look to alternative sectors.   Despite many organizations calling for employees to return to the office, remote and hybrid work is here to stay. Almost two thirds (64%) of global workers surveyed said they’d...