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What snowbirds need to know before they take flight once again

As of November 8, 2021,  the U.S. border is open for non-essential travel. That’s great news for the nearly one million snowbirds who had their wings clipped last year due to the COVID-19 pandemic. Chris Gandhu, High Net Worth planner with TD Wealth, joins Kim Parlee to discuss a few things snowbirds need to know before they fly south.
October 29, 2021
House / Spend /Play /Travel

Estate planning at any age

Think you need to be retired to think about estate planning? Truth is, there are some real benefits to getting an early start. Here’s a checklist of things to consider, to make sure you’re ready and able to provide for your loved ones, no matter what age or stage of life you’re at.
October 7, 2021
Retirement / Family / Your Business / House

Priced out: A non-homeowner’s guide to financial thinking

High home prices have raised the bar impossibly high for many first-time home buyers. While times seem tough, not owning a home shouldn’t prevent you from saving and planning for your future. Here’s what you need to know if you plan on charting a different financial path to retirement.
September 15, 2021
Family / House / Spend /Play /Travel

How I’m passing on my family cottage

The family cottage is meant to be a place filled with happiness and love. But passing it on to the next generation can be complicated. Here’s how Jeff Halpern and his family began planning the transfer of their family cottage the day they bought it.
September 7, 2021
Retirement / Family / House

Passing on the cottage part three: Estate planning in action

Life at the cottage generally includes some bugs. But when it comes to passing down that cottage, you hope not to encounter any bugs in your estate plans. One benefit of planning ahead is that your family may be able to better afford to keep that slice of heaven. Chris Gandhu, High Net Worth Planner with TD Wealth, joins Kim Parlee for a three-part series on cottage succession. In part three: The different ways you can pass on the cottage.
September 2, 2021
Family / House