It’s not unrealistic for you to ponder the possibility of a modest cash windfall in your lifetime. It could be an unusually large bonus, profit from the sale of your business, or an inheritance.

Spring time is the ideal opportunity to have a chat with your Lawyers Financial Advisor and do a little spring cleaning on your family finances.

Should you provide financial help to your adult children now or leave them an inheritance later? It’s up to you but giving away some of your wealth while you are still around to see the effects of your generosity can have significant advantages. 

It’s easy to imagine using an insurance policy for a water leak damaging office equipment or if you back your car into a post and crush your bumper, but a disability insurance claim is an unpleasant and abstract event.

The potential for an economic recession in 2019 has captured the attention of more than a few pundits and journalists. But the smart money is on continued growth, both here in Canada and the U.S.

February is a month for showing people how much you care about them. So make February the month for a family chat about money and your estate plan. Talking about money is never easy but it does show how much you care about them.

When it comes to investing for retirement, keep an eye on the fees you pay because, over time, they can have a significant impact on the value of your portfolio. 

The new year offers many new opportunities for lawyers, including the chance to develop a clear picture of personal finances with an eye to planning for the future, says Dawn Marchand, vice-president of marketing, product and direct distribution for&nb