Define, design: Your estate planning begins
October 15, 2014
Some thought provoking ideas to start the conversation on succession planning and working through the logistics of what happens to your assets after you die.
Archive for the ‘Future Planning’ Category
Golden years aren’t a time to retire your talents
October 15, 2014
A perspective on some of the unexpected risks to retirement highlighting the need to have a plan for that stage of life.
Preparing Gen Y for a Harder Path Forward
October 2, 2014
Millennials faced with high student debt and a tougher job market will have to be smarter money managers, so it’s time to start now
Industry update on genetic testing
September 26, 2014
The Canadian Life & Health Insurance Association (CLHIA) has reinforced it’s stance that genetic testing not be required when applying for insurance. Still leaves open the question of how it may effect underwriting in the future.
Joe Sheehan featured on Advisor.ca discussing legacy planning
August 21, 2014
Joe Sheehan sat down with Advisor.ca to discuss burgeoning issues surrounding legacy and potential latent needs in estate planning.