Rick Floer |
Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when promptly corrected. However, there are some financial decisions that can be much harder to recover from. Here are just a few of them: Spending more than you make. This usually occurs when overusing credit cards. The temptation is...
Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If you’re committed to supporting an organization into perpetuity, planned giving provides you with the option to do so. While consulting with your tax or financial advisor is recommended before making any planned giving decisions, it can be helpful to gain some understanding...
IG PRIVATE WEALTH MANAGEMENT |
When an estate or gift is left to a child, it can be subject to a family property claim if the child later separates or divorces. But, there are ways to protect the inheritance, ensuring your child remains the sole beneficiary.
IG PRIVATE WEALTH MANAGEMENT |
Whether you’re leaving a little or a lot, the key to protecting your loved ones is simple: just start.
IG PRIVATE WEALTH MANAGEMENT |
Explore how recent changes to amended tax on split income (TOSI) rules apply to and have affected personal rates of tax, pension splitting, taxable capital gains, property and more.