worryfree-admin, Author at Polson Bourbonniere Derby Wealth Management

The Double-Edged Sword of Naming Beneficiaries

worryfree-admin August 9, 2024 No Comments

Naming beneficiaries on your various investment accounts can play a crucial role in financial and estate planning, offering a straightforward way to transfer them directly to chosen individuals when you…

Is the Fed about to follow in the Bank of Canada’s footsteps?

worryfree-admin August 2, 2024 No Comments

Bank of Canada: A second consecutive rate cut

worryfree-admin July 26, 2024 No Comments

Maximizing Your Child’s Education Savings With An RESP

worryfree-admin July 25, 2024 No Comments

Saving for your child’s future education is a topic that comes up a lot with our clients. If you have children or you’re expecting one soon, one of the most…

U.S.: Looking ahead at the U.S. presidential election

worryfree-admin July 19, 2024 No Comments

Annuities In Retirement: Balancing Certainty With Flexibility

worryfree-admin July 11, 2024 No Comments

As you approach retirement, the question of how to manage your investments becomes increasingly significant. Among the many of options, annuities are often a topic of interest. Are they the…

Author: worryfree-admin

The Double-Edged Sword of Naming Beneficiaries

Is the Fed about to follow in the Bank of Canada’s footsteps?

Bank of Canada: A second consecutive rate cut

Maximizing Your Child’s Education Savings With An RESP

U.S.: Looking ahead at the U.S. presidential election

Annuities In Retirement: Balancing Certainty With Flexibility

Bank of Canada: further rate cut likely in July

U.S.: Inflation moving in the right direction, but Fed remains cautious

Donald Trump’s guilty verdict: What now?

The Crypto Conundrum: Insight and Cautions For Investors