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Retirement (Page 17 of 21)

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

TD Report: How your career can impact your investing style

A new study from TD Wealth reveals that people with volatile careers may also select riskier investments. Further, there’s evidence those people may feel less satisfied with their retirement readiness. Authors Lisa Brenneman, Head of Behavioural Finance at TD Wealth, and Laura Goodyear, Research Coordinator at Behavioural Economics in Action at Rotman (BEAR), join Kim Parlee to discuss the findings and some ways investors may feel more confident about their goals.
May 7, 2021
Retirement / Spend /Play /Travel

Planner meet doer

Part VI in our Wealth Psychology series: Professor Lisa Kramer outlines why the person you are when you make a financial decision is different from the person actually does (executes?) it, and offers (tips?) help for getting your inner planner and doer in line.
February 22, 2021
Retirement / Spend /Play /Travel

Cutting through the noise

University of Toronto’s Avni Shah looks at one way our brains may sabotage our financial decisions and explains why a good plan may help us stay the course. 
February 22, 2021
Retirement / Spend /Play /Travel