Most of us were not taught about personal investing, either at home or in school—but it’s never too late to learn! Where do you start? Who do you speak to? This article provides a step-by-step process, along with a bonus tip on an investing habit that will almost effortlessly contribute to your long-term financial wellbeing.
Dollar-Cost Averaging (DCA), also referred to as unit cost averaging, incremental averaging or cost average effect, is an investment strategy intended to minimize the impact of volatility when investing. What is dollar-cost averaging, what are its benefits and drawbacks, and is this investment strategy best for you? Read this article to learn more.
You may be living in your most valuable asset—your family home—and contemplating whether or not to use it to help fund your retirement. In addition to emotional considerations, the financial aspects of the decision to relocate or stay put can be significant. This article explores the financial pros and cons to help you decide which “move” is best for you: relocate or stay put in retirement.
Watch Bloom Investment Counsel Inc.’s Kevin Willis join O’Sullivan Estate Lawyers LLP’s Margaret O’Sullivan, Susannah Roth, Marly Peikes and Stephanie Battista for a comprehensive discussion on protecting a child’s inheritance.
You probably think your current estate plan covers all your assets, from real estate or a business to investment accounts, and therefore protects your loved ones and the assets you’ve worked hard to accumulate—but what about your digital assets? In this article, we discuss the definition of digital assets, give examples of what they encompass, and explain why planning for a digital legacy may be an important update to your estate plan.