Jeff GreenfeldSep 204 minBoomers: Talk Wealth Transfer with Your Kids! Get the Convo Going!Six steps to discuss wealth transfer with your adult children without disrupting family harmony. Get the convo going!
Jeff GreenfeldJun 214 minSupport for Family Caregivers - Interview #9 with Family Caregivers of British ColumbiaBeing a caregiver can be emotionally stressful. Caregivers need support too! Learn how the Family Caregivers of BC can help!
Jeff GreenfeldApr 41 minWealthTracker Video Series - April 4, 2023: Interview with ClearEstateDoes the thought of estate planning feel overwhelming and stressful? Are you looking to set up your estate in an easy, transparent, cost-eff
Jeff GreenfeldJan 93 min10 Reasons to Rethink Joint Tenancy With Your ChildrenAre you considering adding your adult child onto the title of your home? Think again! Here are 10 things to think about first!
Jeff GreenfeldApr 13, 20224 min8 Top Highlights from Federal Budget 2022On April 7th, Finance Minister, Chrystia Freeland announced the new proposed changed to the Federal Budget 2022. It contains many...
Jeff GreenfeldAug 26, 20214 minWhat does estate clearing encompass? Interview #4 with April FluevogThank you April for joining me to participate in the Greenfeld Interview Series. I am curious to learn more about the services your firm,...
Jeff GreenfeldAug 9, 20213 minRetirement downsizing becomes rightsizingThinking about downsizing now that you are retired? Perhaps you have a “guest room” in your home that hasn’t seen an actual guest in years?
Jeff GreenfeldFeb 3, 20213 minRetirement Reality Check ~How Working with a Financial Planner helped Jim and Cindy meet their retirement goals! The roofer stepped off the extension ladder beside...
Jeff GreenfeldOct 8, 20204 minWhat is a Representation Agreement? Interview #1 with Vicki van As, Notary PublicGreenfeld Financial interviews Vicki van As, Notary Public to learn more about Representation Agreements.
Jeff GreenfeldSep 21, 20203 minThis is why an Executor needs a Clearance CertificateAs Executor, it's important to make sure the estate's taxes have all been paid. Learn how.
Jeff GreenfeldFeb 27, 20202 minLife Insurance in your late '50s? In this case, yes!!You are in your late '50s and you children are adults. A financial review with your Investment Advisor will help you decide.
Jeff GreenfeldOct 30, 20193 minHow much do you love your ex?Jerry and Carol thought a vacation away together would solve all their problems. Recently it seemed that all they were doing was...
Jeff GreenfeldJul 4, 20192 minMaking A Case for Aging in PlaceWhen his grandchildren are playing in the tree house or gathering for a holiday dinner in the home he has spent decades refurbishing,...