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13 Oct In Fits and Starts: Managing a Career over a Lifetime

Posted at 16:00h in Assets, Financial, Roses by Joel Rose 0 Comments
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It happens all the time. A young woman shows up with a baby bump and is immediately put on the “mommy track.” A new female manager is hired, but she isn’t invited to a dinner meeting with a client because she “probably” wants to be...

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07 Oct Can’t Buy Me Health: Financial Planning for Future Health Concerns

Posted at 15:51h in Assets, Conserve Your Estate, Financial, Insurance by Joel Rose 0 Comments
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Life is not for the faint of heart. As longevity increases, it becomes more common for Canadians to face a serious illness before their death. In fact, data from Statistics Canada suggests nearly half of Canadian deaths can be attributed to cancer and heart disease alone.[1] While...

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30 Sep Looking for Help in All the Right Places: Choosing a Financial Advisor

Posted at 17:28h in Assets, Financial, Insurance, Legal, Roses by Joel Rose 0 Comments
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When it comes to financial planning, women value financial security above everything. Perhaps that’s why they carry less debt than men[1]; they are more cautious and risk-averse. They tend to focus more on the long term – and they can get better returns that way...

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24 Sep Stepping Up: How to Join the Financial Planning Conversation

Posted at 17:24h in Assets, Financial, Insurance, Legal, Roses by Joel Rose 0 Comments
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When it comes to finances, more than half of Canadian women are paying the bills and taking care of general household budgets. Yet fewer than half of them are participating in investment decisions or creating long-term savings goals.[1] There are a number of reasons for this,...

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19 Sep The Road to Success and the Road to Failure

Posted at 17:20h in Assets, Conserve Your Estate, Financial, Insurance by Joel Rose 0 Comments
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“The road to success and the road to failure are almost exactly the same.” –Colin R. Davis   Anyone who sets out to put together a will has the best of intentions. They want to ensure their family is cared for. And in some ways, creating even...

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12 Sep Is it time to review your will? 10 questions to start with

Posted at 17:15h in Assets, Conserve Your Estate, Financial, Legal by Joel Rose 0 Comments
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For most people, creating a will is nothing more than a task on a to-do list. You want to finish it up, check it off your list and forget about it. The problem is, circumstances change. You may have gotten married, been divorced, had children, started...

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05 Sep 6 Reasons You Never Thought of to Make an Estate Plan

Posted at 17:10h in Assets, Conserve Your Estate, Financial, Insurance, Legal by Joel Rose 0 Comments
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According to a recent survey by Lawyers’ Professional Indemnity Co., the majority of Canadian adults don’t have a will. No doubt there are a number of reasons for that, but an estate plan isn’t just for the elderly or the wealthy. Most people put together an...

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31 Aug Take Your Time When Planning Your Estate

Posted at 14:56h in Assets, Conserve Your Estate, Financial, Legal by Joel Rose 0 Comments
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When people think of estate planning, they usually think about a will. A basic will names your beneficiaries and the assets they will receive. It can be a very simple document that is completed in a short period of time. But while that basic will may...

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24 Aug Memories and Dreams: Find the Motivation to Plan your Estate

Posted at 14:50h in Assets, Conserve Your Estate, Financial, Legal by Joel Rose 0 Comments
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What have you always wanted to do? Some people have a lifelong dream to visit a faraway place, such as New Zealand, Ireland or even Whitehorse. Others dream of owning a cottage in a rural area. For others, starting a new business is their main...

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17 Aug Making a Hard Choice: Selecting Your Representatives

Posted at 14:44h in Assets, Conserve Your Estate, Financial, Legal by Joel Rose 0 Comments
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When it comes to planning your estate, some decisions are easier than others. Some of the hardest decisions involve choosing the right people to take your place when you’re gone, including your executor and the guardian of your children. The two roles are very different, but...

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  • 10 Steps to Selecting and Preparing a Successor
    13 February, 2021
  • 10 Tips to Develop a Winning Exit Strategy
    23 February, 2021
  • 6 Reasons to Hire a Lawyer to Write your Will
    18 January, 2021
  • 6 Reasons You Never Thought of to Make an Estate Plan
    05 September, 2021
  • 8 Simple Steps to Prepare your Estate
    21 November, 2020
  • A Lucky Windfall: Managing an Inheritance
    27 October, 2021
  • Administration of Your Estate
    07 May, 2020
  • An Investment in the Future: How to Save for Your Children
    21 November, 2021
  • Anticipate Incapacity
    21 May, 2020
  • Audition your Financial Advisor – Introduction
    05 March, 2023
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Email:  joel@yourenduringlegacy.com

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