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Retirement (Page 10 of 39)

The modern will: How do digital assets fit in an estate plan?

Digital assets offer unique features, but these attributes could make passing them down to your heirs complicated. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth discusses some key things to consider when including digital assets in your estate plan.
July 7, 2021
Retirement / Family

5 surprising ways a planner or advisor can help you

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.
June 23, 2021
Retirement / Family / Spend /Play /Travel

Ask MoneyTalk: How will new company stock option rules affect me?

Starting July 1, new tax rules will be applied to company stock options. If share options are a significant part of your employment compensation, the rules could affect you. Kim Parlee talks with Pierre Letourneau, High Net Worth Planner, TD Wealth, about how company stock options will be taxed going forward and who this could impact.
June 11, 2021
Retirement / Your Business

Ask MoneyTalk: Active or passive investing, which is right for me?

If you are new to investing you may come across the terms active and passive investing. These represent two very different approaches to managing a portfolio. But deciding which one is right for you can be very personal. Kim Parlee speaks with Meagan Henriques, a Client Education Instructor with TD Direct Investing, to help explain some of the key differences.
June 2, 2021
Retirement / Your Business

6 retirement questions every physician can ask

If you’re a practicing physician who’s thinking about retiring down the road, you might already know it can get complicated. Here are some simple questions that can help get you started.
May 17, 2021
Retirement