As the townhouses in my complex started to light up and mall parking lots became packed with shoppers, I realized the holiday season was upon us. This is the season for gift giving, meal planning and social gathering. Families and friends travel far to see each other, longing to connect and slow down. 2022, without a doubt, has been a roller coaster.
Each year I make sure that I reach out on behalf of our team to say Thank You to our clients, the professionals inside and outside of our firm who help us support our clients, our suppliers, our network of advocates, charities & professional organizations, friends of our firm and our families. This list includes some of the best people alive on the planet, we regularly brag about the quality of people we get to serve and those who help us serve. Hopefully, you hear ‘thank you’ from us often.
The Freedom 55 commercials were one of the most successful marketing campaigns. A Canadian generation wanted to be able to walk the beach from age 55 on. It is a great motivator to save for retirement.
Here is a statistic I believe will shock you. The average age of widowhood is just 56 years old! For men, the average age of becoming a widower is 65.*
Nearly every will I review looks like this: Your total net worth, divided by the number of children you have. This may not lead to challenges if you’re estate is only worth $1M and you have three or four children.
I find it interesting that we have a natural discernment of how much is enough for many aspects of our life. This includes the dinner table, although the Thanksgiving dinner table often pushes the limits to that natural discernment, it also includes our limits when grocery shopping or even exercising.
Each new stage of life offers new insights, perspectives and hopefully wisdom. Our family is on the verge of our second child’s wedding. We have been blessed with exceptional people who have joined our family through marriage. This makes the occasion an incredible celebration. It really is one of life’s greatest blessings. Ask yourself, Do You Have 2 Classes of Children in Your Family?
This book is a collaborative approach to the most important document you will ever write: Your Will. “When you will with wisdom, it’s wisdom that you will – this is your greatest gift.” Thomas Deans . Tom Deans is a leading consultant to high net worth families and has revolutionized the thinking around family legacy and estate planning.
Would you rather be content or rich? Rather than rush past this very important question, hit “pause” in your reading and actually answer the question. Chances are, you may have to search through a few layers of thought to find an answer you feel is genuine.
Summer is an awesome time of the year! Think back to your favourite memories. I’ll bet some involve two things – summer and important relationships. Whether it’s time at a cottage, camping, or a trip to grandma’s house, we are wired to cherish relationships. One of the things we value most, as parents, are love and harmony throughout our family and rich times together to enjoy it.
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