Richard Nickerson CDFA, CFP®
Senior Financial Planning Advisor
Safeguarding your family’s financial future
Well-Advised Newsletter
Well-Advised Newsletter
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Estate Planning During COVID-19
May 22, 2020 • Estate Planning
The current COVID-19 pandemic has resulted in many pausing to reflect on their estate and incapacity planning. Here’s what you need to know.
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Beware the Ides of March
May 08, 2020 • Portfolio Construction
The fiscal and monetary policy actions announced over the past few weeks have been crucial to supporting individuals and businesses, but the long-term impact on central banks and financial markets could be just as significant.
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Help Flatten the Curve by Going Paperless with Assante InvestorOnline
April 10, 2020 • Technology, Security
Even with our office closed, finding convenient and secure solutions for sharing confidential communications and documents about your account with you is my priority.
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Market Disruptions – Then and Now
April 07, 2020 • Portfolio Construction
Looking at three different market disruptions in recent history, CI Multi-Asset Management demonstrates how and why markets reacted as they did, and what this can tell us about the current coronavirus pandemic.
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What’s your retirement personality?
March 26, 2020 • Retirement Planning
Imagining that you’re travelling the world or opening a charming bed and breakfast might sound like a wonderful daydream. Find out why it’s also a practical retirement planning exercise.
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When should you open a RRIF?
March 26, 2020 • Retirement Planning
It’s all about the tax. Find out why opening a Registered Retirement Income Fund (RRIF) either during your 60s or at age 71 can provide a tax break now or save tax over the long term.
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When a family member needs special care
March 26, 2020 • Financial Planning
Do you have a child with special needs or a spouse or parent with an illness or disability? While you devote so much extra time providing care, we can help out with the financial aspect of care.
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How to choose the method of making a charitable gift
March 26, 2020 • Estate Planning
Making smaller cash donations is straightforward. But making a large charitable gift involves an almost overwhelming number of donation methods. We’ve got a way to simplify your choices.
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Missing any tax credits or deductions?
March 26, 2020 • Tax Planning
We’ve got some information that will hopefully save you some tax dollars – whether you’re filing a personal tax return or you’re a business owner or incorporated professional.
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Update on Pandemic Response
March 20, 2020 • Technology, Security
We are committed to supporting you through this difficult time and extend our heartfelt wishes to our clients for their good health and safety.
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