Blog Archives - Page 3 of 4 - Polson Bourbonniere Derby Wealth Management

How to talk to your kids about finances: Starting early for long-term success

worryfree-admin August 13, 2025 No Comments

In many households, money remains a taboo subject, often leading to financial literacy gaps that can follow children into adulthood. As we mentioned in “Couples and money”, four in ten…

Changing Your Family Tree Through Legacy Planning and Family Meetings

worryfree-admin July 4, 2025 No Comments

Legacy planning is a powerful tool that helps you provide for future generations and ensure your family’s financial well-being long after you’re gone. But legacy planning is about more than…

Maximizing Your Home Buying: Savings Tools for First-Time Buyers

worryfree-admin May 7, 2025 No Comments

If you’re like most Canadians, buying a home is one of the largest financial decisions you’ll ever make. With housing prices high in many markets, first-time buyers need every advantage…

Should you incorporate your business?

worryfree-admin April 23, 2025 No Comments

As financial advisors, we often get asked by entrepreneurs and professionals whether they should incorporate their business. While incorporation can offer advantages, it’s not always the right choice for everyone.…

Sudden Wealth Events: What to do When You Come Into Money

worryfree-admin April 21, 2025 No Comments

Receiving a significant sum of money unexpectedly, whether through an inheritance, sale of a business, legal settlement or other windfall, can be both exciting and overwhelming. We call this type…

6 Tips For Teaching Kids About Money

worryfree-admin March 26, 2025 No Comments

Financial literacy is a crucial life skill often overlooked in a child’s education — in spite of the fact that teaching kids about money from a young age can help…

11 straightforward steps to managing money as a couple

worryfree-admin March 12, 2025 No Comments

Four in 10 Canadians say money issues cause stress in their relationship, with one in three younger couples reporting they’ve broken up with a partner over money. So, it’s no…

Focus On What You Can Control: A Reminder for Uncertain Times

worryfree-admin February 4, 2025 No Comments

With elections, regional wars and the AI revolution making headlines and causing market uncertainty, it’s natural to wonder how these events might affect your investments. History shows, however, that trying…

Financial Advice for Time Travellers

worryfree-admin January 17, 2025 No Comments

There are many books and movies that explore the idea of time travel. A recurring theme is that very small changes made in the past can dramatically impact the present.…

Weighing the pros and cons of index investing

worryfree-admin November 27, 2024 No Comments

Index investing has become a cornerstone of modern investment strategies, particularly favoured for its simplicity and performance track record. However, while it offers a number of benefits, there are also…

Category: Blog