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

Managing Your Inheritance: Financial tips for Millennials

worryfree-admin October 31, 2024 No Comments

According to a recent survey, Baby Boomers plan to leave their Millennial children an average inheritance of $940,000. Inheriting a significant sum of money can be a life-changing event, especially…

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…

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…

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…

The Crypto Conundrum: Insight and Cautions For Investors

worryfree-admin May 23, 2024 No Comments

Although a lot of the buzz around cryptocurrency has died down since the pandemic, it still remains one of the most debated and misunderstood areas of investing. Unlike the relatively…

2024 Federal Budget: A spotlight on how capital gains changes may affect you

worryfree-admin May 6, 2024 No Comments

The recent updates to capital gains taxation in the 2024 Federal Budget have stirred a lot of discussion among investors and their advisors. The changes, while they may appear limited,…

Navigating the AI revolution: Insights and Cautions for Investors

worryfree-admin April 19, 2024 No Comments

As the frenzy around artificial intelligence (AI) continues to grow, it’s crucial to step back and evaluate the landscape with a discerning eye. Today, we find ourselves at an inflection…

Category: Blog

Managing Your Inheritance: Financial tips for Millennials

The Double-Edged Sword of Naming Beneficiaries

Maximizing Your Child’s Education Savings With An RESP

Annuities In Retirement: Balancing Certainty With Flexibility

The Crypto Conundrum: Insight and Cautions For Investors

2024 Federal Budget: A spotlight on how capital gains changes may affect you

Navigating the AI revolution: Insights and Cautions for Investors