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Managing Your Wealth
| Managing Your Wealth | |
| Wealth Themes | |
| Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners. | |
| Wealth Planning Facts & Figures | |
| This is a helpful resource summarizing important tax, retirement and estate planning information. The attached summary has been recently updated to include Tax-Free Savings Account (TFSA) and Registered Retirement Income Fund (RRIF) changes that were announced in the 2019 Federal Budget. The 2019 top marginal tax rates have also been updated to reflect provincial budget changes. | |
| Registered Retirement Income Funds | |
| BMO Wealth Institute Report | |
| Make better investment choices by understanding and reducing bias. BMO Wealth Management provides insights and strategies around wealth planning and financial decisions to better prepare you for a confident financial future. | |
| 2019 Wealth Planning Facts & Figures | |
| This 2-page summary includes relevant and important tax, retirement, and estate planning information. | |
| Meeting With Your Financial Advisor As A Couple | |
| According to a BMO Financial Group study,1 87 per cent of married persons or those in a serious relationship reported having a discussion with their partner about retirement; however, just 25 per cent of these engaged in a detailed discussion about retirement, and fewer than half covered key topics about what their ideal retirement will look like and how they’ll achieve their retirement goals. | |
| Having Meaningful Money Conversations With Your Partner | |
| Communication is essential in any relationship, and that includes being able to talk about money. In a BMO Financial Group study,1 Canadians cited conflicts over finances (68 per cent) as the primary reason why a couple might divorce; ahead of infidelity (60 per cent) and disagreements about family (36 per cent). Money has the potential to be a source of tension and conflict for any couple, regardless of their net worth. This article provides some suggestions to help you and your partner have more meaningful discussions around money, | |
| Days of Wine and Roses … and Prenups | |
| For recently engaged couples the future looks promising, filled with wedded bliss and happily-ever-after. However, in love and marriage, the law giveth and the law taketh away. This article discusses how a prenuptial agreement (also referred to as a marriage contract) can help protect your assets from being “taken” in the event of a divorce. | |
| Preparing Your Last Will and Testament | |
| The attached article – Preparing Your Last Will and Testament – explains various aspects of Will preparation including, the importance of appointing an appropriate executor, life events that warrant a Will review and the use of testamentary trusts. | |
| Having a TFSA works | |
| Having a TFSA works. Get one working for you. Whether you’re saving for a new car, a home purchase, your child’s education or retirement, a TFSA can help you reach your financial goals sooner. | |
| Are All Fees Created Equally? | |
| With upfront knowledge of the cost of investing, you’re able to focus on developing a long-term plan that respects your tolerance for risk and will help you reach your wealth management objectives. | |
| Fee for Advice Solutions | |
| The attached article provides an overview of BMO Nesbitt Burns’ comprehensive selection of fee for advice programs. | |
