Planning and Advice

Advisor analysis – Mark Halpern

The first question I would ask Karen and Sam is, “Do you have a will?” With a will, they can name a guardian and structure their daughter’s income through a Henson Trust to protect her government benefits.

By Mark Halpern |May 2, 2013

2 min read

Karen, Sam and Chloe: Retirement Resource Centre Case Study

Karen and Sam are saving for retirement and need to build a legacy for their daughter with a serious disability.

May 2, 2013

2 min read

How to make smarter financial decisions

The financial industry has traditionally relied on complex analyses and graphs to illustrate ideas. But if the response to the book The Behavior Gap is any indication, advisors and clients alike want straightforward explanations.

May 1, 2013

3 min read

Financial resources for couples

Couples often fight about money. So if they come to you for help, have this list of articles handy to help diffuse arguments and broker agreement. Help couples avoid arguments You’re advising a new couple and neither person is following your recommendations, straining your relationship—and probably theirs. You’ve spoken primarily with one spouse, but you […]

By Staff |May 1, 2013

1 min read