|
|
You may think a financial planner is someone who helps you save for retirement. It might surprise you to know that your planner or advisor can do much more, and some of it is not so obvious. Julie Seberras, Senior Manager of Wealth Planning Support at TD Wealth, talks with Kim Parlee about some of the more surprising ways a planner or advisor can help you.
You may find that you have some extra time on your hands this spring, perfect for an extra deep spring cleaning. But what about dusting up your finances? Julie Seberras, Senior Manager of Wealth Planning Support at TD Wealth, joins Kim Parlee to count down five ways to make your finances sparkle and shine this year.
For people with a disability, saving and planning for the future can be important. It could be harder to find employment, for example, and they could face increased costs for care down the road. A Registered Disability Savings Plan (or RDSP) is a specialized savings and investment tool for this purpose. Kim Parlee speaks with Julie Seberras, a Senior Manager of Wealth Planning Support at TD Wealth, to discuss how and when an RDSP can help families.
