04/27/2021
Let's make the money convo a little easier! What are some topics you would love to hear more about?
Common questions:
- What is SRI investing?
- I/ my parents are going through a separation- what should be done first to prepare financially?
- I just sold my house/ got an inheritance, what should I do with the money?
- I/ my parents are over age 55 and so is their Advisor, how should they prepare for their Advisor to retire? OR how can they ensure they are on track to their dream retirement?
- I'm/ my parents are invested at the bank, are bank investments good?
- I saw the Raymond James logo on the superbowl stadium this year, but I had not really heard of it...is RJ a bank?
- How can I save more on tax?
- Do I have enough/ the right insurance to protect my family and lifestyle?
- I have an incorporated business that has been doing great- what do I do with the retained earnings?
- I have been investing for a while, but how can I know the investments are still right for my goals?
- My friend/ partner/ parent does something in the Finance industry, why can't they just give me advice?
- How can I tell I am really paying to invest?
- How can I tell if my Advisor is fully licensed to give me unbiased advice or if they are just making bonuses like a sales person?
- I have an RRSP at work... how can I see what it's invested in?
- RRSP or TFSA?
- My parents named me as Executor or POA in their Will, how can I make sure I am ready for this resistibility?
- My partner deals with investing our money, does that matter?
- What is happening in the market right now? Are we in a bubble?
- I want to leave my money to my kids in a tax-efficient way- what is the best way to do that?
- When would I need to use a Trust?
- Can't I just get all this info from my Accountant or Financial Planner?
